Correlation
The correlation between FCNCA and JPM is 0.41, 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.
FCNCA vs. JPM
Compare and contrast key facts about First Citizens BancShares, Inc. (FCNCA) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCNCA or JPM.
Performance
FCNCA vs. JPM - Performance Comparison
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Key characteristics
FCNCA:
0.19
JPM:
1.26
FCNCA:
0.46
JPM:
1.82
FCNCA:
1.06
JPM:
1.26
FCNCA:
0.13
JPM:
1.45
FCNCA:
0.33
JPM:
4.83
FCNCA:
13.49%
JPM:
7.32%
FCNCA:
39.83%
JPM:
28.36%
FCNCA:
-63.51%
JPM:
-74.02%
FCNCA:
-21.20%
JPM:
-5.12%
Fundamentals
FCNCA:
$24.14B
JPM:
$734.71B
FCNCA:
$175.57
JPM:
$20.38
FCNCA:
10.50
JPM:
12.97
FCNCA:
0.00
JPM:
7.17
FCNCA:
2.66
JPM:
4.35
FCNCA:
1.14
JPM:
2.21
FCNCA:
$12.83B
JPM:
$273.42B
FCNCA:
$9.57B
JPM:
$160.72B
FCNCA:
$3.97B
JPM:
$84.16B
Returns By Period
In the year-to-date period, FCNCA achieves a -12.32% return, which is significantly lower than JPM's 11.38% return. Over the past 10 years, FCNCA has outperformed JPM with an annualized return of 23.04%, while JPM has yielded a comparatively lower 18.06% annualized return.
FCNCA
-12.32%
4.03%
-19.28%
7.68%
38.69%
37.33%
23.04%
JPM
11.38%
7.92%
6.92%
35.52%
29.41%
25.54%
18.06%
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Risk-Adjusted Performance
FCNCA vs. JPM — Risk-Adjusted Performance Rank
FCNCA
JPM
FCNCA vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Citizens BancShares, Inc. (FCNCA) 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.
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Dividends
FCNCA vs. JPM - Dividend Comparison
FCNCA's dividend yield for the trailing twelve months is around 0.49%, less than JPM's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. | 0.49% | 0.33% | 0.27% | 0.28% | 0.23% | 0.29% | 0.30% | 0.38% | 0.31% | 0.34% | 0.46% | 0.47% |
JPM JPMorgan Chase & Co. | 1.91% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
FCNCA vs. JPM - Drawdown Comparison
The maximum FCNCA drawdown since its inception was -63.51%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for FCNCA and JPM.
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Volatility
FCNCA vs. JPM - Volatility Comparison
First Citizens BancShares, Inc. (FCNCA) has a higher volatility of 9.03% compared to JPMorgan Chase & Co. (JPM) at 5.18%. This indicates that FCNCA'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.
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Financials
FCNCA vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between First Citizens BancShares, 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
FCNCA vs. JPM - Profitability Comparison
FCNCA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, First Citizens BancShares, Inc. reported a gross profit of 2.30B and revenue of 3.53B. Therefore, the gross margin over that period was 65.1%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 42.01B and revenue of 68.91B. Therefore, the gross margin over that period was 61.0%.
FCNCA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, First Citizens BancShares, Inc. reported an operating income of 805.00M and revenue of 3.53B, resulting in an operating margin of 22.8%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.91B, resulting in an operating margin of 26.7%.
FCNCA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, First Citizens BancShares, Inc. reported a net income of 483.00M and revenue of 3.53B, resulting in a net margin of 13.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.91B, resulting in a net margin of 21.3%.