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BLX vs. JPM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BLX and JPM is 0.38, 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

BLX vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Banco Latinoamericano de Comercio Exterior, S.A (BLX) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%December2025FebruaryMarchAprilMay
980.41%
6,651.28%
BLX
JPM

Key characteristics

Sharpe Ratio

BLX:

1.34

JPM:

1.14

Sortino Ratio

BLX:

1.96

JPM:

1.77

Omega Ratio

BLX:

1.25

JPM:

1.26

Calmar Ratio

BLX:

1.77

JPM:

1.44

Martin Ratio

BLX:

5.67

JPM:

4.84

Ulcer Index

BLX:

6.55%

JPM:

7.25%

Daily Std Dev

BLX:

28.79%

JPM:

28.72%

Max Drawdown

BLX:

-95.52%

JPM:

-74.02%

Current Drawdown

BLX:

-2.95%

JPM:

-8.90%

Fundamentals

Market Cap

BLX:

$1.45B

JPM:

$701.75B

EPS

BLX:

$5.60

JPM:

$20.38

PE Ratio

BLX:

7.04

JPM:

12.39

PEG Ratio

BLX:

1.58

JPM:

6.68

PS Ratio

BLX:

5.06

JPM:

4.07

PB Ratio

BLX:

1.08

JPM:

2.05

Total Revenue (TTM)

BLX:

$359.64M

JPM:

$228.61B

Gross Profit (TTM)

BLX:

$223.52M

JPM:

$186.05B

EBITDA (TTM)

BLX:

$52.65M

JPM:

$104.01B

Returns By Period

In the year-to-date period, BLX achieves a 15.60% return, which is significantly higher than JPM's 6.94% return. Over the past 10 years, BLX has underperformed JPM with an annualized return of 9.18%, while JPM has yielded a comparatively higher 17.73% annualized return.


BLX

YTD

15.60%

1M

20.66%

6M

22.02%

1Y

38.40%

5Y*

38.32%

10Y*

9.18%

JPM

YTD

6.94%

1M

16.88%

6M

8.45%

1Y

32.56%

5Y*

25.82%

10Y*

17.73%

*Annualized

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Risk-Adjusted Performance

BLX vs. JPM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BLX
The Risk-Adjusted Performance Rank of BLX is 8787
Overall Rank
The Sharpe Ratio Rank of BLX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of BLX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BLX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BLX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of BLX is 8989
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 8686
Overall Rank
The Sharpe Ratio Rank of JPM is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 8383
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 8484
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 8989
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BLX vs. JPM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Banco Latinoamericano de Comercio Exterior, S.A (BLX) 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.


The current BLX Sharpe Ratio is 1.34, which is comparable to the JPM Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of BLX and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00December2025FebruaryMarchAprilMay
1.34
1.14
BLX
JPM

Dividends

BLX vs. JPM - Dividend Comparison

BLX's dividend yield for the trailing twelve months is around 4.02%, more than JPM's 1.99% yield.


TTM20242023202220212020201920182017201620152014
BLX
Banco Latinoamericano de Comercio Exterior, S.A
4.02%5.62%4.04%6.17%6.02%7.17%7.20%8.90%5.72%5.23%4.45%5.93%
JPM
JPMorgan Chase & Co.
1.99%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

BLX vs. JPM - Drawdown Comparison

The maximum BLX drawdown since its inception was -95.52%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BLX and JPM. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-2.95%
-8.90%
BLX
JPM

Volatility

BLX vs. JPM - Volatility Comparison

Banco Latinoamericano de Comercio Exterior, S.A (BLX) and JPMorgan Chase & Co. (JPM) have volatilities of 10.33% and 10.54%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
10.33%
10.54%
BLX
JPM

Financials

BLX vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Banco Latinoamericano de Comercio Exterior, S.A 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B60.00B70.00B20212022202320242025
74.39M
68.89B
(BLX) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

BLX vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between Banco Latinoamericano de Comercio Exterior, S.A and JPMorgan Chase & Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
65.8%
(BLX) Gross Margin
(JPM) Gross Margin
BLX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Banco Latinoamericano de Comercio Exterior, S.A reported a gross profit of 74.39M and revenue of 74.39M. Therefore, the gross margin over that period was 100.0%.

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%.

BLX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Banco Latinoamericano de Comercio Exterior, S.A reported an operating income of 59.37M and revenue of 74.39M, resulting in an operating margin of 79.8%.

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%.

BLX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Banco Latinoamericano de Comercio Exterior, S.A reported a net income of 51.49M and revenue of 74.39M, resulting in a net margin of 69.2%.

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%.