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:
0.02
JPM:
0.33
ERIE:
0.23
JPM:
0.62
ERIE:
1.03
JPM:
1.09
ERIE:
0.02
JPM:
0.37
ERIE:
0.03
JPM:
1.55
ERIE:
16.60%
JPM:
5.91%
ERIE:
29.33%
JPM:
27.53%
ERIE:
-50.74%
JPM:
-74.02%
ERIE:
-26.80%
JPM:
-24.42%
Fundamentals
ERIE:
$20.74B
JPM:
$587.97B
ERIE:
$11.47
JPM:
$19.76
ERIE:
34.57
JPM:
10.64
ERIE:
3.05
JPM:
6.22
ERIE:
$2.33B
JPM:
$135.48B
ERIE:
$706.65M
JPM:
$135.48B
ERIE:
$371.46M
JPM:
$81.76B
Returns By Period
In the year-to-date period, ERIE achieves a -3.47% return, which is significantly higher than JPM's -11.28% return. Over the past 10 years, ERIE has outperformed JPM with an annualized return of 19.27%, while JPM has yielded a comparatively lower 16.39% annualized return.
ERIE
-3.47%
-11.30%
-26.53%
1.20%
21.67%
19.27%
JPM
-11.28%
-15.88%
0.69%
9.97%
23.58%
16.39%
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
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 1.31%, less than JPM's 2.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.31% | 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. | 2.40% | 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
The current volatility for Erie Indemnity Company (ERIE) is 9.72%, while JPMorgan Chase & Co. (JPM) has a volatility of 12.86%. This indicates that ERIE experiences smaller price fluctuations and is considered to be less risky 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