BVN vs. JPM
BVN (Compañía de Minas Buenaventura S.A.A.) and JPM (JPMorgan Chase & Co.) are both stocks. BVN operates in Other Precious Metals & Mining (Basic Materials), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, BVN returned 12.87%/yr vs 19.77%/yr for JPM. At a 0.09 correlation, their price movements are largely independent.
Performance
BVN vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, BVN achieves a 25.20% return, which is significantly higher than JPM's -5.73% return. Over the past 10 years, BVN has underperformed JPM with an annualized return of 12.87%, while JPM has yielded a comparatively higher 19.77% annualized return.
BVN
- 1D
- -2.67%
- 1M
- 7.39%
- YTD
- 25.20%
- 6M
- 38.27%
- 1Y
- 118.60%
- 3Y*
- 73.75%
- 5Y*
- 24.37%
- 10Y*
- 12.87%
JPM
- 1D
- -0.04%
- 1M
- -2.21%
- YTD
- -5.73%
- 6M
- -2.68%
- 1Y
- 15.18%
- 3Y*
- 31.87%
- 5Y*
- 15.45%
- 10Y*
- 19.77%
BVN vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVN Compañía de Minas Buenaventura S.A.A. | 25.20% | 147.96% | -24.06% | 106.47% | 2.47% | -39.95% | -19.27% | -6.40% | 15.91% | 25.66% |
JPM JPMorgan Chase & Co. | -5.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between BVN and JPM is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since May 16, 1996 | 0.09 |
The correlation between BVN and JPM shifts across timeframes, from 0.09 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BVN:
$8.60B
JPM:
$840.48B
BVN:
$3.84
JPM:
$21.08
BVN:
8.81
JPM:
14.27
BVN:
0.02
JPM:
1.58
BVN:
4.20
JPM:
2.95
BVN:
2.07
JPM:
2.44
BVN:
$2.05B
JPM:
$285.09B
BVN:
$1.06B
JPM:
$173.52B
BVN:
$1.18B
JPM:
$81.46B
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Return for Risk
BVN vs. JPM — Risk / Return Rank
BVN
JPM
BVN vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Compañía de Minas Buenaventura S.A.A. (BVN) 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.
| BVN | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.74 | ||
| Sortino ratioReturn per unit of downside risk | +1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.14 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.89 | 0.99 | +2.91 |
| Martin ratioReturn relative to average drawdown | 10.46 | 2.36 | +8.10 |
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
| BVN | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.46 | 0.71 | +1.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.64 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.72 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.34 | -0.17 |
Drawdowns
BVN vs. JPM - Drawdown Comparison
The maximum BVN drawdown since its inception was -93.68%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for BVN and JPM.
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Drawdown Indicators
| BVN | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.68% | -76.16% | -17.52% |
Max Drawdown (1Y)Largest decline over 1 year | -30.64% | -15.47% | -15.17% |
Max Drawdown (3Y)Largest decline over 3 years | -38.30% | -24.42% | -13.88% |
Max Drawdown (5Y)Largest decline over 5 years | -56.92% | -38.77% | -18.15% |
Max Drawdown (10Y)Largest decline over 10 years | -70.15% | -43.63% | -26.52% |
Current DrawdownCurrent decline from peak | -30.34% | -9.63% | -20.71% |
Average DrawdownAverage peak-to-trough decline | -46.42% | -17.62% | -28.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.39% | 6.46% | +4.93% |
Volatility
BVN vs. JPM - Volatility Comparison
Compañía de Minas Buenaventura S.A.A. (BVN) has a higher volatility of 17.27% compared to JPMorgan Chase & Co. (JPM) at 6.39%. This indicates that BVN'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
| BVN | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.27% | 6.39% | +10.88% |
Volatility (6M)Calculated over the trailing 6-month period | 40.47% | 17.16% | +23.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.56% | 21.41% | +27.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.61% | 24.41% | +21.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.80% | 27.37% | +18.43% |
Dividends
BVN vs. JPM - Dividend Comparison
BVN's dividend yield for the trailing twelve months is around 3.35%, more than JPM's 1.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVN Compañía de Minas Buenaventura S.A.A. | 3.35% | 1.57% | 0.63% | 0.48% | 0.98% | 0.00% | 0.00% | 0.58% | 0.55% | 0.60% | 0.26% | 0.00% |
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% |
Financials
BVN vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Compañía de Minas Buenaventura S.A.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.
Total Revenue: Total amount of money received from sales and other business activities
BVN vs. JPM - Profitability Comparison
BVN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Compañía de Minas Buenaventura S.A.A. reported a gross profit of 356.89M and revenue of 622.46M. Therefore, the gross margin over that period was 57.3%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
BVN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Compañía de Minas Buenaventura S.A.A. reported an operating income of 325.55M and revenue of 622.46M, resulting in an operating margin of 52.3%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
BVN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Compañía de Minas Buenaventura S.A.A. reported a net income of 334.26M and revenue of 622.46M, resulting in a net margin of 53.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
BVN and JPM have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BVN has higher volatility (17.27%) compared to JPM (6.39%). In terms of maximum drawdown, BVN dropped -93.68% vs JPM's -76.16%.
BVN currently has the higher Sharpe Ratio (2.46 vs 0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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