CFG vs. JPM
Compare and contrast key facts about Citizens Financial Group, Inc. (CFG) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFG or JPM.
Correlation
The correlation between CFG and JPM is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CFG vs. JPM - Performance Comparison
Key characteristics
CFG:
1.84
JPM:
2.47
CFG:
2.69
JPM:
3.24
CFG:
1.34
JPM:
1.49
CFG:
1.42
JPM:
5.79
CFG:
10.32
JPM:
16.54
CFG:
5.49%
JPM:
3.55%
CFG:
30.76%
JPM:
23.71%
CFG:
-65.60%
JPM:
-74.02%
CFG:
-3.07%
JPM:
0.00%
Fundamentals
CFG:
$20.95B
JPM:
$725.03B
CFG:
$2.55
JPM:
$19.75
CFG:
18.64
JPM:
13.12
CFG:
0.26
JPM:
5.00
CFG:
$8.23B
JPM:
$131.51B
CFG:
$8.18B
JPM:
$130.92B
CFG:
$564.00M
JPM:
$99.40B
Returns By Period
The year-to-date returns for both investments are quite close, with CFG having a 8.64% return and JPM slightly higher at 8.67%. Over the past 10 years, CFG has underperformed JPM with an annualized return of 11.04%, while JPM has yielded a comparatively higher 19.73% annualized return.
CFG
8.64%
9.41%
17.12%
52.46%
8.40%
11.04%
JPM
8.67%
9.64%
24.64%
55.65%
17.03%
19.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CFG vs. JPM — Risk-Adjusted Performance Rank
CFG
JPM
CFG vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Citizens Financial Group, Inc. (CFG) 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.
Dividends
CFG vs. JPM - Dividend Comparison
CFG's dividend yield for the trailing twelve months is around 3.53%, more than JPM's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFG Citizens Financial Group, Inc. | 3.53% | 3.84% | 5.07% | 4.11% | 3.30% | 4.36% | 3.35% | 3.30% | 1.52% | 1.29% | 1.53% | 0.40% |
JPM JPMorgan Chase & Co. | 1.85% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
CFG vs. JPM - Drawdown Comparison
The maximum CFG drawdown since its inception was -65.60%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for CFG and JPM. For additional features, visit the drawdowns tool.
Volatility
CFG vs. JPM - Volatility Comparison
Citizens Financial Group, Inc. (CFG) has a higher volatility of 9.02% compared to JPMorgan Chase & Co. (JPM) at 6.12%. This indicates that CFG'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.
Financials
CFG vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Citizens Financial Group, Inc. 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