PortfoliosLab logoPortfoliosLab logo
BLX vs. JPM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

Loading graphics...

BLX vs. JPM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BLX
Banco Latinoamericano de Comercio Exterior, S.A
17.18%33.06%53.73%60.61%4.31%11.50%-19.47%33.06%-31.32%-3.40%
JPM
JPMorgan Chase & Co.
-7.92%37.27%44.29%30.63%-12.64%27.75%-5.53%47.26%-6.62%26.76%

Fundamentals

Market Cap

BLX:

$1.92B

JPM:

$825.20B

EPS

BLX:

$6.10

JPM:

$20.42

PE Ratio

BLX:

8.44

JPM:

14.47

PEG Ratio

BLX:

0.20

JPM:

1.60

PS Ratio

BLX:

2.67

JPM:

3.22

PB Ratio

BLX:

1.15

JPM:

2.41

Total Revenue (TTM)

BLX:

$716.68M

JPM:

$256.52B

Gross Profit (TTM)

BLX:

$317.45M

JPM:

$168.20B

EBITDA (TTM)

BLX:

$230.02M

JPM:

$78.84B

Returns By Period

In the year-to-date period, BLX achieves a 17.18% return, which is significantly higher than JPM's -7.92% return. Over the past 10 years, BLX has underperformed JPM with an annualized return of 15.06%, while JPM has yielded a comparatively higher 20.50% annualized return.


BLX

1D
0.90%
1M
2.57%
YTD
17.18%
6M
16.29%
1Y
48.34%
3Y*
52.40%
5Y*
35.61%
10Y*
15.06%

JPM

1D
0.41%
1M
-0.73%
YTD
-7.92%
6M
-4.04%
1Y
23.71%
3Y*
34.51%
5Y*
16.89%
10Y*
20.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BLX vs. JPM — Risk / Return Rank

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

BLX
BLX Risk / Return Rank: 8989
Overall Rank
BLX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BLX Sortino Ratio Rank: 8888
Sortino Ratio Rank
BLX Omega Ratio Rank: 8686
Omega Ratio Rank
BLX Calmar Ratio Rank: 9090
Calmar Ratio Rank
BLX Martin Ratio Rank: 8989
Martin Ratio Rank

JPM
JPM Risk / Return Rank: 6868
Overall Rank
JPM Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 6363
Sortino Ratio Rank
JPM Omega Ratio Rank: 6565
Omega Ratio Rank
JPM Calmar Ratio Rank: 7070
Calmar Ratio Rank
JPM Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BLX vs. JPM - Risk-Adjusted Trends 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.


BLXJPMDifference

Sharpe ratio

Return per unit of total volatility

1.99

0.94

+1.04

Sortino ratio

Return per unit of downside risk

2.72

1.34

+1.38

Omega ratio

Gain probability vs. loss probability

1.35

1.19

+0.16

Calmar ratio

Return relative to maximum drawdown

3.96

1.48

+2.48

Martin ratio

Return relative to average drawdown

10.32

4.00

+6.32

BLX vs. JPM - Sharpe Ratio Comparison

The current BLX Sharpe Ratio is 1.99, which is higher than the JPM Sharpe Ratio of 0.94. 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.


Loading graphics...

Sharpe Ratios by Period


BLXJPMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.99

0.94

+1.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.40

0.70

+0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.75

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.34

-0.13

Correlation

The correlation between BLX and JPM is 0.36, 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.


Dividends

BLX vs. JPM - Dividend Comparison

BLX's dividend yield for the trailing twelve months is around 4.97%, more than JPM's 1.96% yield.


TTM20252024202320222021202020192018201720162015
BLX
Banco Latinoamericano de Comercio Exterior, S.A
4.97%5.61%5.62%4.04%6.17%6.02%7.17%7.20%8.90%5.72%5.23%4.96%
JPM
JPMorgan Chase & Co.
1.96%1.72%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%

Drawdowns

BLX vs. JPM - Drawdown Comparison

The maximum BLX drawdown since its inception was -95.88%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for BLX and JPM.


Loading graphics...

Drawdown Indicators


BLXJPMDifference

Max Drawdown

Largest peak-to-trough decline

-95.88%

-76.16%

-19.72%

Max Drawdown (1Y)

Largest decline over 1 year

-12.42%

-15.47%

+3.05%

Max Drawdown (5Y)

Largest decline over 5 years

-30.88%

-38.77%

+7.89%

Max Drawdown (10Y)

Largest decline over 10 years

-68.51%

-43.63%

-24.88%

Current Drawdown

Current decline from peak

0.00%

-11.72%

+11.72%

Average Drawdown

Average peak-to-trough decline

-33.08%

-17.66%

-15.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.76%

5.72%

-0.96%

Volatility

BLX vs. JPM - Volatility Comparison

Banco Latinoamericano de Comercio Exterior, S.A (BLX) has a higher volatility of 6.62% compared to JPMorgan Chase & Co. (JPM) at 6.28%. 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.


Loading graphics...

Volatility by Period


BLXJPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.62%

6.28%

+0.34%

Volatility (6M)

Calculated over the trailing 6-month period

15.57%

17.19%

-1.62%

Volatility (1Y)

Calculated over the trailing 1-year period

24.43%

25.24%

-0.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.58%

24.34%

+1.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.12%

27.38%

+4.74%

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


0.0020.00B40.00B60.00B80.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
88.80M
45.80B
(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

20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
93.9%
89.8%
Portfolio components
BLX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Banco Latinoamericano de Comercio Exterior, S.A reported a gross profit of 83.40M and revenue of 88.80M. Therefore, the gross margin over that period was 93.9%.

JPM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a gross profit of 41.14B and revenue of 45.80B. Therefore, the gross margin over that period was 89.8%.

BLX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Banco Latinoamericano de Comercio Exterior, S.A reported an operating income of 56.00M and revenue of 88.80M, resulting in an operating margin of 63.1%.

JPM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported an operating income of 17.16B and revenue of 45.80B, resulting in an operating margin of 37.5%.

BLX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Banco Latinoamericano de Comercio Exterior, S.A reported a net income of 56.00M and revenue of 88.80M, resulting in a net margin of 63.1%.

JPM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a net income of 13.03B and revenue of 45.80B, resulting in a net margin of 28.4%.