AMX vs. JPM
AMX (América Móvil, S.A.B. de C.V.) and JPM (JPMorgan Chase & Co.) are both stocks. AMX operates in Telecom Services (Communication Services), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, AMX returned 11.14%/yr vs 21.80%/yr for JPM. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
AMX vs. JPM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AMX achieves a 24.12% return, which is significantly higher than JPM's 10.73% return. Over the past 10 years, AMX has underperformed JPM with an annualized return of 11.14%, while JPM has yielded a comparatively higher 21.80% annualized return.
AMX
- 1D
- 0.12%
- 1M
- -0.25%
- 6M
- 23.94%
- YTD
- 24.12%
- 1Y
- 44.64%
- 3Y*
- 10.61%
- 5Y*
- 12.17%
- 10Y*
- 11.14%
- ALL TIME*
- 10.71%
JPM
- 1D
- 0.27%
- 1M
- 5.65%
- 6M
- 16.11%
- YTD
- 10.73%
- 1Y
- 23.90%
- 3Y*
- 33.72%
- 5Y*
- 21.31%
- 10Y*
- 21.80%
- ALL TIME*
- 12.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $54.44M | $44.67M | $37.56M | |
| $2.69B | $3.19B | $3.04B |
AMX vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 24.12% | 48.56% | -20.36% | 4.60% | -9.82% | 48.68% | -6.62% | 15.01% | -15.29% | 39.13% |
JPM JPMorgan Chase & Co. | 10.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between AMX and JPM is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2001 | 0.37 |
Over the past year, the correlation between AMX and JPM has dropped to 0.09 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
Fundamentals
AMX:
$76.08B
JPM:
$942.62B
AMX:
MX$29.79
JPM:
$23.29
AMX:
14.76
JPM:
15.10
AMX:
0.30
JPM:
1.67
AMX:
1.38
JPM:
3.30
AMX:
3.51
JPM:
2.78
AMX:
MX$952.96B
JPM:
$297.63B
AMX:
MX$462.01B
JPM:
$186.33B
AMX:
MX$393.29B
JPM:
$90.84B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AMX vs. JPM — Risk / Return Rank
AMX
JPM
AMX vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for América Móvil, S.A.B. de C.V. (AMX) and JPMorgan Chase & Co. (JPM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMX | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.17 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | 1.36 | +1.50 |
| Martin ratioReturn relative to average drawdown | 7.26 | 3.24 | +4.02 |
Loading charts...
Drawdowns
AMX vs. JPM - Drawdown Comparison
The maximum AMX drawdown since its inception was -64.34%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for AMX and JPM.
Loading charts...
Drawdown Indicators
| AMX | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.34% | -76.16% | +11.82% |
Max Drawdown (1Y)Largest decline over 1 year | -15.36% | -15.47% | +0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -31.64% | -24.42% | -7.22% |
Max Drawdown (5Y)Largest decline over 5 years | -38.08% | -38.77% | +0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -43.63% | -0.82% |
Current DrawdownCurrent decline from peak | -7.55% | -1.54% | -6.01% |
Average DrawdownAverage peak-to-trough decline | -24.00% | -17.56% | -6.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 6.51% | -0.47% |
Volatility
AMX vs. JPM - Volatility Comparison
The current volatility for América Móvil, S.A.B. de C.V. (AMX) is 5.53%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.60%. This indicates that AMX experiences smaller price fluctuations and is considered to be less risky than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AMX | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 6.60% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 21.80% | 16.70% | +5.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.11% | 22.50% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.81% | 24.46% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.87% | 27.33% | +1.54% |
Dividends
AMX vs. JPM - Dividend Comparison
AMX's dividend yield for the trailing twelve months is around 2.33%, more than JPM's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 2.33% | 2.68% | 3.59% | 2.83% | 4.41% | 1.88% | 2.49% | 2.29% | 2.24% | 1.91% | 2.27% | 8.55% |
JPM JPMorgan Chase & Co. | 1.71% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
AMX vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between América Móvil, S.A.B. de C.V. and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AMX vs. JPM - Profitability Comparison
AMX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, América Móvil, S.A.B. de C.V. reported a gross profit of 109.10B and revenue of 242.23B. Therefore, the gross margin over that period was 45.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported a gross profit of 54.83B and revenue of 82.46B. Therefore, the gross margin over that period was 66.5%.
AMX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, América Móvil, S.A.B. de C.V. reported an operating income of 55.33B and revenue of 242.23B, resulting in an operating margin of 22.8%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported an operating income of 27.52B and revenue of 82.46B, resulting in an operating margin of 33.4%.
AMX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, América Móvil, S.A.B. de C.V. reported a net income of 24.45B and revenue of 242.23B, resulting in a net margin of 10.1%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported a net income of 21.16B and revenue of 82.46B, resulting in a net margin of 25.7%.
Frequently Asked Questions
AMX and JPM have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JPM has higher volatility (6.60%) compared to AMX (5.53%). In terms of maximum drawdown, AMX dropped -64.34% vs JPM's -76.16%.
AMX currently has the higher Sharpe Ratio (1.62 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AMX and JPM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer