AXP vs. JPM
Compare and contrast key facts about American Express Company (AXP) and JPMorgan Chase & Co. (JPM).
Performance
AXP vs. JPM - Performance Comparison
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AXP vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | -18.34% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
JPM JPMorgan Chase & Co. | -7.92% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Fundamentals
AXP:
$207.40B
JPM:
$825.20B
AXP:
$15.62
JPM:
$20.42
AXP:
19.29
JPM:
14.47
AXP:
1.64
JPM:
1.60
AXP:
2.60
JPM:
3.22
AXP:
6.20
JPM:
2.41
AXP:
$80.46B
JPM:
$256.52B
AXP:
$66.97B
JPM:
$168.20B
AXP:
$15.11B
JPM:
$78.84B
Returns By Period
In the year-to-date period, AXP achieves a -18.34% return, which is significantly lower than JPM's -7.92% return. Over the past 10 years, AXP has underperformed JPM with an annualized return of 18.98%, while JPM has yielded a comparatively higher 20.50% annualized return.
AXP
- 1D
- -0.34%
- 1M
- -1.95%
- YTD
- -18.34%
- 6M
- -7.81%
- 1Y
- 12.64%
- 3Y*
- 23.74%
- 5Y*
- 17.17%
- 10Y*
- 18.98%
JPM
- 1D
- 0.41%
- 1M
- -0.73%
- YTD
- -7.92%
- 6M
- -4.04%
- 1Y
- 23.71%
- 3Y*
- 34.51%
- 5Y*
- 16.89%
- 10Y*
- 20.50%
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Return for Risk
AXP vs. JPM — Risk / Return Rank
AXP
JPM
AXP vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) 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.
| AXP | JPM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.94 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.34 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.48 | -0.93 |
Martin ratioReturn relative to average drawdown | 1.58 | 4.00 | -2.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AXP | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.94 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.70 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.75 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.34 | -0.05 |
Correlation
The correlation between AXP and JPM is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AXP vs. JPM - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.09%, less than JPM's 1.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.09% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
JPM JPMorgan Chase & Co. | 1.96% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Drawdowns
AXP vs. JPM - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for AXP and JPM.
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Drawdown Indicators
| AXP | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -76.16% | -7.75% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -15.47% | -8.43% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -38.77% | +7.22% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -43.63% | -6.01% |
Current DrawdownCurrent decline from peak | -21.50% | -11.72% | -9.78% |
Average DrawdownAverage peak-to-trough decline | -22.07% | -17.66% | -4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.38% | 5.72% | +2.66% |
Volatility
AXP vs. JPM - Volatility Comparison
American Express Company (AXP) and JPMorgan Chase & Co. (JPM) have volatilities of 5.99% and 6.28%, 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.
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Volatility by Period
| AXP | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 6.28% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 20.89% | 17.19% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.59% | 25.24% | +7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.36% | 24.34% | +5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.73% | 27.38% | +4.35% |
Financials
AXP vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between American Express Company 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
AXP vs. JPM - Profitability Comparison
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, American Express Company reported a gross profit of 17.57B and revenue of 21.04B. Therefore, the gross margin over that period was 83.5%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a gross profit of 41.14B and revenue of 45.80B. Therefore, the gross margin over that period was 89.8%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, American Express Company reported an operating income of 3.09B and revenue of 21.04B, resulting in an operating margin of 14.7%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported an operating income of 17.16B and revenue of 45.80B, resulting in an operating margin of 37.5%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, American Express Company reported a net income of 2.46B and revenue of 21.04B, resulting in a net margin of 11.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a net income of 13.03B and revenue of 45.80B, resulting in a net margin of 28.4%.