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.
Key characteristics
| BAC | JPM | |
|---|---|---|
| YTD Return | 14.76% | 14.32% |
| 1Y Return | 33.02% | 40.15% |
| 3Y Return (Ann) | 1.82% | 11.68% |
| 5Y Return (Ann) | 7.64% | 14.45% |
| 10Y Return (Ann) | 11.37% | 16.41% |
| Sharpe Ratio | 1.32 | 2.35 |
| Daily Std Dev | 24.56% | 17.15% |
| Max Drawdown | -93.45% | -74.02% |
| Current Drawdown | -17.43% | -3.51% |
Fundamentals
| BAC | JPM | |
|---|---|---|
| Market Cap | $290.84B | $533.63B |
| EPS | $2.90 | $16.57 |
| PE Ratio | 12.75 | 11.21 |
| PEG Ratio | 3.69 | 3.36 |
| Revenue (TTM) | $93.36B | $149.99B |
| Gross Profit (TTM) | $92.41B | $122.31B |
Correlation
The correlation between BAC and JPM is 0.66, 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
The year-to-date returns for both stocks are quite close, with BAC having a 14.76% return and JPM slightly lower at 14.32%. Over the past 10 years, BAC has underperformed JPM with an annualized return of 11.37%, while JPM has yielded a comparatively higher 16.41% 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
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.
Dividends
BAC vs. JPM - Dividend Comparison
BAC's dividend yield for the trailing twelve months is around 2.45%, more than JPM's 2.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.45% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% | 0.26% |
JPM JPMorgan Chase & Co. | 2.21% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
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.
Volatility
BAC vs. JPM - Volatility Comparison
The current volatility for Bank of America Corporation (BAC) is 7.70%, while JPMorgan Chase & Co. (JPM) has a volatility of 8.37%. This indicates that BAC 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.
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