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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.

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Key characteristics

Sharpe Ratio

BLX:

1.66

JPM:

1.26

Sortino Ratio

BLX:

2.38

JPM:

1.82

Omega Ratio

BLX:

1.30

JPM:

1.26

Calmar Ratio

BLX:

2.27

JPM:

1.45

Martin Ratio

BLX:

7.53

JPM:

4.83

Ulcer Index

BLX:

6.33%

JPM:

7.32%

Daily Std Dev

BLX:

28.84%

JPM:

28.36%

Max Drawdown

BLX:

-95.52%

JPM:

-74.02%

Current Drawdown

BLX:

-1.63%

JPM:

-5.12%

Fundamentals

Market Cap

BLX:

$1.51B

JPM:

$734.71B

EPS

BLX:

$5.60

JPM:

$20.38

PE Ratio

BLX:

7.42

JPM:

12.97

PEG Ratio

BLX:

1.58

JPM:

7.17

PS Ratio

BLX:

5.23

JPM:

4.35

PB Ratio

BLX:

1.11

JPM:

2.21

Total Revenue (TTM)

BLX:

$677.20M

JPM:

$273.42B

Gross Profit (TTM)

BLX:

$281.44M

JPM:

$160.72B

EBITDA (TTM)

BLX:

$208.38M

JPM:

$84.16B

Returns By Period

In the year-to-date period, BLX achieves a 19.01% return, which is significantly higher than JPM's 11.38% return. Over the past 10 years, BLX has underperformed JPM with an annualized return of 9.74%, while JPM has yielded a comparatively higher 18.06% annualized return.


BLX

YTD

19.01%

1M

8.78%

6M

24.25%

1Y

47.58%

3Y*

49.00%

5Y*

36.69%

10Y*

9.74%

JPM

YTD

11.38%

1M

7.92%

6M

6.92%

1Y

35.52%

3Y*

29.41%

5Y*

25.54%

10Y*

18.06%

*Annualized

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JPMorgan Chase & Co.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

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 9191
Overall Rank
The Sharpe Ratio Rank of BLX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BLX is 8989
Sortino Ratio Rank
The Omega Ratio Rank of BLX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BLX is 9494
Calmar Ratio Rank
The Martin Ratio Rank of BLX is 9191
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 8585
Overall Rank
The Sharpe Ratio Rank of JPM is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 8282
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 8383
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 8888
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 8585
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 1.66, which is higher than the JPM Sharpe Ratio of 1.26. 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BLX vs. JPM - Dividend Comparison

BLX's dividend yield for the trailing twelve months is around 5.49%, more than JPM's 1.91% yield.


TTM20242023202220212020201920182017201620152014
BLX
Banco Latinoamericano de Comercio Exterior, S.A
5.49%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.
1.91%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.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BLX vs. JPM - Volatility Comparison

Banco Latinoamericano de Comercio Exterior, S.A (BLX) has a higher volatility of 6.14% compared to JPMorgan Chase & Co. (JPM) at 5.18%. This indicates that BLX'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

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
202.11M
68.91B
(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

30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
36.0%
61.0%
(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 72.73M and revenue of 202.11M. Therefore, the gross margin over that period was 36.0%.

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 42.01B and revenue of 68.91B. Therefore, the gross margin over that period was 61.0%.

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 51.73M and revenue of 202.11M, resulting in an operating margin of 25.6%.

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 68.91B, 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 51.73M and revenue of 202.11M, resulting in a net margin of 25.6%.

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 68.91B, resulting in a net margin of 21.3%.