BRWM.L vs. JPM
Compare and contrast key facts about Blackrock World Mining Trust plc (BRWM.L) and JPMorgan Chase & Co. (JPM).
Performance
BRWM.L vs. JPM - Performance Comparison
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BRWM.L vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRWM.L Blackrock World Mining Trust plc | 10.52% | 74.19% | -12.62% | -10.48% | 26.00% | 17.51% | 46.41% | 19.43% | -10.72% | 24.34% |
JPM JPMorgan Chase & Co. | -6.56% | 27.49% | 46.81% | 24.10% | -2.25% | 28.96% | -8.31% | 41.66% | -1.09% | 15.80% |
Different Trading Currencies
BRWM.L is traded in GBp, while JPM is traded in USD. To make them comparable, the JPM values have been converted to GBp using the latest available exchange rates.
Fundamentals
BRWM.L:
£1.64B
JPM:
$821.79B
BRWM.L:
£3.02
JPM:
$20.42
BRWM.L:
2.91
JPM:
14.41
BRWM.L:
0.04
JPM:
1.59
BRWM.L:
2.76
JPM:
3.20
BRWM.L:
1.03
JPM:
2.40
BRWM.L:
£600.50M
JPM:
$256.52B
BRWM.L:
£584.93M
JPM:
$168.20B
BRWM.L:
£508.86M
JPM:
$78.84B
Returns By Period
In the year-to-date period, BRWM.L achieves a 10.52% return, which is significantly higher than JPM's -6.56% return. Both investments have delivered pretty close results over the past 10 years, with BRWM.L having a 21.50% annualized return and JPM not far behind at 21.33%.
BRWM.L
- 1D
- 3.28%
- 1M
- -13.73%
- YTD
- 10.52%
- 6M
- 31.72%
- 1Y
- 92.63%
- 3Y*
- 14.97%
- 5Y*
- 14.94%
- 10Y*
- 21.50%
JPM
- 1D
- 3.36%
- 1M
- -0.12%
- YTD
- -6.56%
- 6M
- -4.26%
- 1Y
- 19.56%
- 3Y*
- 31.25%
- 5Y*
- 17.85%
- 10Y*
- 21.33%
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Return for Risk
BRWM.L vs. JPM — Risk / Return Rank
BRWM.L
JPM
BRWM.L vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock World Mining Trust plc (BRWM.L) 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.
| BRWM.L | JPM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.69 | 0.76 | +1.93 |
Sortino ratioReturn per unit of downside risk | 3.05 | 1.12 | +1.92 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.15 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 4.27 | 1.44 | +2.83 |
Martin ratioReturn relative to average drawdown | 15.98 | 3.61 | +12.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRWM.L | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.69 | 0.76 | +1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.75 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.40 | -0.39 |
Correlation
The correlation between BRWM.L and JPM is 0.22, 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
BRWM.L vs. JPM - Dividend Comparison
BRWM.L's dividend yield for the trailing twelve months is around 2.72%, more than JPM's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRWM.L Blackrock World Mining Trust plc | 2.72% | 2.86% | 6.96% | 6.81% | 6.24% | 4.04% | 4.21% | 5.48% | 4.58% | 4.53% | 5.35% | 11.60% |
JPM JPMorgan Chase & Co. | 1.97% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Drawdowns
BRWM.L vs. JPM - Drawdown Comparison
The maximum BRWM.L drawdown since its inception was -77.41%, which is greater than JPM's maximum drawdown of -59.49%. Use the drawdown chart below to compare losses from any high point for BRWM.L and JPM.
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Drawdown Indicators
| BRWM.L | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.41% | -76.16% | -1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -21.31% | -15.47% | -5.84% |
Max Drawdown (5Y)Largest decline over 5 years | -39.58% | -38.77% | -0.81% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -43.63% | +1.64% |
Current DrawdownCurrent decline from peak | -14.72% | -12.09% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -25.46% | -17.66% | -7.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 5.67% | +0.03% |
Volatility
BRWM.L vs. JPM - Volatility Comparison
Blackrock World Mining Trust plc (BRWM.L) has a higher volatility of 17.71% compared to JPMorgan Chase & Co. (JPM) at 6.17%. This indicates that BRWM.L'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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Volatility by Period
| BRWM.L | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.71% | 6.17% | +11.54% |
Volatility (6M)Calculated over the trailing 6-month period | 29.26% | 17.15% | +12.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.35% | 25.77% | +8.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.02% | 23.92% | +5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.14% | 27.38% | +0.76% |
Financials
BRWM.L vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Blackrock World Mining Trust plc 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
BRWM.L vs. JPM - Profitability Comparison
BRWM.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Blackrock World Mining Trust plc reported a gross profit of 615.93M and revenue of 622.31M. Therefore, the gross margin over that period was 99.0%.
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%.
BRWM.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Blackrock World Mining Trust plc reported an operating income of 615.34M and revenue of 622.31M, resulting in an operating margin of 98.9%.
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%.
BRWM.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Blackrock World Mining Trust plc reported a net income of 610.90M and revenue of 622.31M, resulting in a net margin of 98.2%.
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%.