AMX vs. JPM
Compare and contrast key facts about América Móvil, S.A.B. de C.V. (AMX) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMX or JPM.
Key characteristics
AMX | JPM | |
---|---|---|
YTD Return | 1.67% | 15.12% |
1Y Return | -8.24% | 44.92% |
3Y Return (Ann) | 12.63% | 11.66% |
5Y Return (Ann) | 7.10% | 14.42% |
10Y Return (Ann) | 2.57% | 16.40% |
Sharpe Ratio | -0.30 | 2.78 |
Daily Std Dev | 24.69% | 16.89% |
Max Drawdown | -64.35% | -74.02% |
Current Drawdown | -15.81% | -2.84% |
Fundamentals
AMX | JPM | |
---|---|---|
Market Cap | $56.65B | $533.63B |
EPS | $1.44 | $16.57 |
PE Ratio | 12.68 | 11.21 |
PEG Ratio | 1.24 | 3.36 |
Revenue (TTM) | $810.38B | $149.99B |
Gross Profit (TTM) | $355.34B | $122.31B |
Correlation
The correlation between AMX and JPM is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AMX vs. JPM - Performance Comparison
In the year-to-date period, AMX achieves a 1.67% return, which is significantly lower than JPM's 15.12% return. Over the past 10 years, AMX has underperformed JPM with an annualized return of 2.57%, while JPM has yielded a comparatively higher 16.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AMX vs. JPM - Risk-Adjusted Performance 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.
Dividends
AMX vs. JPM - Dividend Comparison
AMX's dividend yield for the trailing twelve months is around 2.96%, more than JPM's 2.20% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
América Móvil, S.A.B. de C.V. | 2.96% | 120.01% | 2.41% | 1.92% | 2.49% | 2.34% | 2.34% | 1.94% | 3.43% | 9.12% | 1.63% | 1.48% |
JPMorgan Chase & Co. | 2.20% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
AMX vs. JPM - Drawdown Comparison
The maximum AMX drawdown since its inception was -64.35%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for AMX and JPM. For additional features, visit the drawdowns tool.
Volatility
AMX vs. JPM - Volatility Comparison
América Móvil, S.A.B. de C.V. (AMX) and JPMorgan Chase & Co. (JPM) have volatilities of 7.76% and 8.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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