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 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CFG vs. JPM - Performance Comparison
Key characteristics
CFG:
0.30
JPM:
1.04
CFG:
0.66
JPM:
1.56
CFG:
1.09
JPM:
1.23
CFG:
0.32
JPM:
1.22
CFG:
1.13
JPM:
4.27
CFG:
9.20%
JPM:
6.96%
CFG:
34.82%
JPM:
28.58%
CFG:
-65.60%
JPM:
-74.02%
CFG:
-23.78%
JPM:
-12.47%
Fundamentals
CFG:
$16.39B
JPM:
$679.88B
CFG:
$3.15
JPM:
$20.39
CFG:
11.77
JPM:
11.94
CFG:
0.26
JPM:
6.65
CFG:
2.30
JPM:
4.03
CFG:
0.71
JPM:
2.04
CFG:
$5.84B
JPM:
$204.37B
CFG:
$6.88B
JPM:
$180.79B
CFG:
$1.72B
JPM:
$100.17B
Returns By Period
In the year-to-date period, CFG achieves a -14.57% return, which is significantly lower than JPM's 2.76% return. Over the past 10 years, CFG has underperformed JPM with an annualized return of 7.33%, while JPM has yielded a comparatively higher 17.68% annualized return.
CFG
-14.57%
-7.93%
-9.03%
9.80%
15.60%
7.33%
JPM
2.76%
0.91%
10.80%
28.79%
24.15%
17.68%
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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 4.53%, more than JPM's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFG Citizens Financial Group, Inc. | 4.53% | 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. | 2.07% | 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 20.86% compared to JPMorgan Chase & Co. (JPM) at 15.62%. 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