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:
1.07
JPM:
1.97
ERIE:
1.65
JPM:
2.70
ERIE:
1.22
JPM:
1.40
ERIE:
1.12
JPM:
4.55
ERIE:
2.72
JPM:
13.24
ERIE:
10.73%
JPM:
3.48%
ERIE:
27.39%
JPM:
23.42%
ERIE:
-50.74%
JPM:
-74.02%
ERIE:
-23.38%
JPM:
-5.07%
Fundamentals
ERIE:
$22.19B
JPM:
$671.06B
ERIE:
$10.71
JPM:
$17.99
ERIE:
39.62
JPM:
13.25
ERIE:
3.05
JPM:
4.74
ERIE:
$3.69B
JPM:
$170.11B
ERIE:
$633.56M
JPM:
$169.52B
ERIE:
$642.62M
JPM:
$118.87B
Returns By Period
In the year-to-date period, ERIE achieves a 25.96% return, which is significantly lower than JPM's 43.02% return. Over the past 10 years, ERIE has outperformed JPM with an annualized return of 19.37%, while JPM has yielded a comparatively lower 17.53% annualized return.
ERIE
25.96%
-0.71%
16.68%
27.98%
22.24%
19.37%
JPM
43.02%
-1.32%
22.46%
45.24%
14.90%
17.53%
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Risk-Adjusted Performance
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 1.22%, less than JPM's 1.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.22% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% | 2.43% |
JPM JPMorgan Chase & Co. | 1.94% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
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 8.20% compared to JPMorgan Chase & Co. (JPM) at 5.60%. 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