ERIE vs. JPM
Compare and contrast key facts about Erie Indemnity Company (ERIE) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ERIE or JPM.
Correlation
The correlation between ERIE and JPM is 0.29, 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
ERIE vs. JPM - Performance Comparison
Key characteristics
ERIE:
0.67
JPM:
2.23
ERIE:
1.14
JPM:
2.98
ERIE:
1.15
JPM:
1.44
ERIE:
0.66
JPM:
5.20
ERIE:
1.51
JPM:
14.86
ERIE:
12.33%
JPM:
3.55%
ERIE:
27.77%
JPM:
23.67%
ERIE:
-50.74%
JPM:
-74.02%
ERIE:
-26.13%
JPM:
0.00%
Fundamentals
ERIE:
$20.93B
JPM:
$705.97B
ERIE:
$10.68
JPM:
$19.76
ERIE:
37.47
JPM:
12.77
ERIE:
3.05
JPM:
4.87
ERIE:
$2.87B
JPM:
$131.51B
ERIE:
$506.69M
JPM:
$130.92B
ERIE:
$512.13M
JPM:
$99.40B
Returns By Period
In the year-to-date period, ERIE achieves a -2.59% return, which is significantly lower than JPM's 5.82% return. Both investments have delivered pretty close results over the past 10 years, with ERIE having a 19.13% annualized return and JPM not far ahead at 19.55%.
ERIE
-2.59%
-5.13%
5.31%
20.07%
21.29%
19.13%
JPM
5.82%
5.87%
17.68%
53.65%
16.15%
19.55%
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Risk-Adjusted Performance
ERIE vs. JPM — Risk-Adjusted Performance Rank
ERIE
JPM
ERIE vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Erie Indemnity Company (ERIE) 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
ERIE vs. JPM - Dividend Comparison
ERIE's dividend yield for the trailing twelve months is around 1.30%, less than JPM's 1.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.30% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% |
JPM JPMorgan Chase & Co. | 1.90% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
ERIE vs. JPM - Drawdown Comparison
The maximum ERIE drawdown since its inception was -50.74%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for ERIE and JPM. For additional features, visit the drawdowns tool.
Volatility
ERIE vs. JPM - Volatility Comparison
Erie Indemnity Company (ERIE) has a higher volatility of 8.54% compared to JPMorgan Chase & Co. (JPM) at 5.99%. This indicates that ERIE'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
ERIE vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Erie Indemnity Company 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