BAC vs. JPM
Compare and contrast key facts about Bank of America Corporation (BAC) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAC or JPM.
Correlation
The correlation between BAC and JPM is 0.60, 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
BAC vs. JPM - Performance Comparison
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Key characteristics
BAC:
0.58
JPM:
1.23
BAC:
1.05
JPM:
1.80
BAC:
1.15
JPM:
1.26
BAC:
0.69
JPM:
1.47
BAC:
2.07
JPM:
4.91
BAC:
9.18%
JPM:
7.31%
BAC:
28.96%
JPM:
28.77%
BAC:
-93.45%
JPM:
-74.02%
BAC:
-5.80%
JPM:
-3.84%
Fundamentals
BAC:
$336.98B
JPM:
$743.38B
BAC:
$3.32
JPM:
$20.52
BAC:
13.37
JPM:
13.04
BAC:
1.69
JPM:
7.24
BAC:
3.46
JPM:
4.41
BAC:
1.23
JPM:
2.23
BAC:
$123.06B
JPM:
$228.61B
BAC:
$78.30B
JPM:
$186.05B
BAC:
$65.96B
JPM:
$104.01B
Returns By Period
In the year-to-date period, BAC achieves a 2.33% return, which is significantly lower than JPM's 12.89% return. Over the past 10 years, BAC has underperformed JPM with an annualized return of 12.69%, while JPM has yielded a comparatively higher 18.09% annualized return.
BAC
2.33%
19.72%
-3.27%
16.76%
18.79%
12.69%
JPM
12.89%
16.53%
10.31%
35.21%
29.13%
18.09%
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Risk-Adjusted Performance
BAC vs. JPM — Risk-Adjusted Performance Rank
BAC
JPM
BAC vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of America Corporation (BAC) 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.
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Dividends
BAC vs. JPM - Dividend Comparison
BAC's dividend yield for the trailing twelve months is around 2.28%, more than JPM's 1.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.28% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% |
JPM JPMorgan Chase & Co. | 1.89% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
BAC vs. JPM - Drawdown Comparison
The maximum BAC drawdown since its inception was -93.45%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BAC and JPM. For additional features, visit the drawdowns tool.
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Volatility
BAC vs. JPM - Volatility Comparison
Bank of America Corporation (BAC) has a higher volatility of 6.10% compared to JPMorgan Chase & Co. (JPM) at 5.42%. This indicates that BAC'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.
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Financials
BAC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Bank of America Corporation 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
BAC vs. JPM - Profitability Comparison
BAC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported a gross profit of 27.37B and revenue of 46.99B. Therefore, the gross margin over that period was 58.2%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
BAC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported an operating income of 9.60B and revenue of 46.99B, resulting in an operating margin of 20.4%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
BAC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported a net income of 7.40B and revenue of 46.99B, resulting in a net margin of 15.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.