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:
0.43
JPM:
2.62
ERIE:
0.81
JPM:
3.39
ERIE:
1.11
JPM:
1.51
ERIE:
0.42
JPM:
6.15
ERIE:
0.87
JPM:
17.59
ERIE:
14.54%
JPM:
3.54%
ERIE:
29.54%
JPM:
23.80%
ERIE:
-50.74%
JPM:
-74.02%
ERIE:
-28.20%
JPM:
-0.11%
Fundamentals
ERIE:
$20.34B
JPM:
$773.79B
ERIE:
$10.58
JPM:
$19.76
ERIE:
36.76
JPM:
14.00
ERIE:
3.05
JPM:
7.51
ERIE:
$2.87B
JPM:
$177.39B
ERIE:
$506.69M
JPM:
$177.39B
ERIE:
$512.13M
JPM:
$118.91B
Returns By Period
In the year-to-date period, ERIE achieves a -5.33% return, which is significantly lower than JPM's 15.98% return. Over the past 10 years, ERIE has underperformed JPM with an annualized return of 18.28%, while JPM has yielded a comparatively higher 19.87% annualized return.
ERIE
-5.33%
-4.10%
-18.25%
9.44%
21.69%
18.28%
JPM
15.98%
6.73%
29.83%
58.03%
18.43%
19.87%
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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 1.33%, less than JPM's 1.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.33% | 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. | 1.74% | 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 11.14% compared to JPMorgan Chase & Co. (JPM) at 4.22%. 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