AXP vs. JPM
Compare and contrast key facts about American Express Company (AXP) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXP or JPM.
Key characteristics
| AXP | JPM | |
|---|---|---|
| YTD Return | 40.67% | 22.24% |
| 1Y Return | 61.59% | 40.34% |
| 3Y Return (Ann) | 18.72% | 12.29% |
| 5Y Return (Ann) | 18.70% | 14.52% |
| 10Y Return (Ann) | 12.91% | 16.25% |
| Sharpe Ratio | 2.73 | 2.23 |
| Daily Std Dev | 23.35% | 19.32% |
| Max Drawdown | -83.91% | -74.02% |
| Current Drawdown | 0.00% | -9.11% |
Fundamentals
| AXP | JPM | |
|---|---|---|
| Market Cap | $184.13B | $581.32B |
| EPS | $13.40 | $17.93 |
| PE Ratio | 19.33 | 11.40 |
| PEG Ratio | 1.96 | 4.06 |
| Total Revenue (TTM) | $67.35B | $170.50B |
| Gross Profit (TTM) | $40.15B | $159.59B |
| EBITDA (TTM) | $17.00B | $44.88B |
Correlation
The correlation between AXP and JPM is 0.54, 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.
Performance
AXP vs. JPM - Performance Comparison
In the year-to-date period, AXP achieves a 40.67% return, which is significantly higher than JPM's 22.24% return. Over the past 10 years, AXP has underperformed JPM with an annualized return of 12.91%, while JPM has yielded a comparatively higher 16.25% 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
AXP vs. JPM - Risk-Adjusted Performance 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.
Dividends
AXP vs. JPM - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.00%, less than JPM's 2.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.00% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% | 0.95% |
JPM JPMorgan Chase & Co. | 2.15% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
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 -74.02%. Use the drawdown chart below to compare losses from any high point for AXP and JPM. For additional features, visit the drawdowns tool.
Volatility
AXP vs. JPM - Volatility Comparison
American Express Company (AXP) has a higher volatility of 7.63% compared to JPMorgan Chase & Co. (JPM) at 7.26%. This indicates that AXP's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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