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

Correlation

The correlation between BVN and JPM is 0.16, 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

BVN vs. JPM - Performance Comparison

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

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Key characteristics

Sharpe Ratio

BVN:

-0.36

JPM:

1.09

Sortino Ratio

BVN:

-0.20

JPM:

1.77

Omega Ratio

BVN:

0.98

JPM:

1.26

Calmar Ratio

BVN:

-0.14

JPM:

1.43

Martin Ratio

BVN:

-0.43

JPM:

4.82

Ulcer Index

BVN:

25.55%

JPM:

7.27%

Daily Std Dev

BVN:

36.95%

JPM:

28.66%

Max Drawdown

BVN:

-93.67%

JPM:

-74.02%

Current Drawdown

BVN:

-70.10%

JPM:

-9.04%

Fundamentals

Market Cap

BVN:

$3.77B

JPM:

$701.75B

EPS

BVN:

$1.64

JPM:

$20.38

PE Ratio

BVN:

9.06

JPM:

12.39

PEG Ratio

BVN:

0.27

JPM:

6.68

PS Ratio

BVN:

3.14

JPM:

4.07

PB Ratio

BVN:

1.07

JPM:

2.05

Total Revenue (TTM)

BVN:

$1.21B

JPM:

$228.61B

Gross Profit (TTM)

BVN:

$519.53M

JPM:

$186.05B

EBITDA (TTM)

BVN:

$823.51M

JPM:

$104.01B

Returns By Period

In the year-to-date period, BVN achieves a 32.99% return, which is significantly higher than JPM's 6.78% return. Over the past 10 years, BVN has underperformed JPM with an annualized return of 3.43%, while JPM has yielded a comparatively higher 17.73% annualized return.


BVN

YTD

32.99%

1M

10.06%

6M

25.78%

1Y

-13.20%

5Y*

13.19%

10Y*

3.43%

JPM

YTD

6.78%

1M

8.00%

6M

8.01%

1Y

31.11%

5Y*

25.76%

10Y*

17.73%

*Annualized

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Risk-Adjusted Performance

BVN vs. JPM — Risk-Adjusted Performance Rank

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

BVN
The Risk-Adjusted Performance Rank of BVN is 3636
Overall Rank
The Sharpe Ratio Rank of BVN is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of BVN is 3131
Sortino Ratio Rank
The Omega Ratio Rank of BVN is 3232
Omega Ratio Rank
The Calmar Ratio Rank of BVN is 4343
Calmar Ratio Rank
The Martin Ratio Rank of BVN is 4444
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 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.

BVN vs. JPM - Risk-Adjusted Performance 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.


The current BVN Sharpe Ratio is -0.36, which is lower than the JPM Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of BVN 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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Dividends

BVN vs. JPM - Dividend Comparison

BVN's dividend yield for the trailing twelve months is around 1.95%, less than JPM's 2.00% yield.


TTM20242023202220212020201920182017201620152014
BVN
Compañía de Minas Buenaventura S.A.A.
1.95%0.63%0.48%0.98%0.00%0.00%0.58%0.55%0.62%0.27%0.00%0.36%
JPM
JPMorgan Chase & Co.
2.00%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

BVN vs. JPM - Drawdown Comparison

The maximum BVN drawdown since its inception was -93.67%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BVN and JPM. For additional features, visit the drawdowns tool.


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Volatility

BVN vs. JPM - Volatility Comparison


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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.


Quarterly
Annual

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


0.0010.00B20.00B30.00B40.00B50.00B60.00B70.00B20212022202320242025
299.59M
68.89B
(BVN) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

BVN vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between Compañía de Minas Buenaventura S.A.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%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
52.7%
65.8%
(BVN) Gross Margin
(JPM) Gross Margin
BVN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Compañía de Minas Buenaventura S.A.A. reported a gross profit of 157.78M and revenue of 299.59M. Therefore, the gross margin over that period was 52.7%.

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%.

BVN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Compañía de Minas Buenaventura S.A.A. reported an operating income of 45.92M and revenue of 299.59M, resulting in an operating margin of 15.3%.

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%.

BVN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Compañía de Minas Buenaventura S.A.A. reported a net income of 33.61M and revenue of 299.59M, resulting in a net margin of 11.2%.

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%.