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.
Correlation
The correlation between FCNCA and JPM is 0.38, 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
FCNCA vs. JPM - Performance Comparison
Key characteristics
FCNCA:
0.21
JPM:
1.07
FCNCA:
0.62
JPM:
1.59
FCNCA:
1.09
JPM:
1.23
FCNCA:
0.26
JPM:
1.25
FCNCA:
0.77
JPM:
4.70
FCNCA:
11.21%
JPM:
6.49%
FCNCA:
40.43%
JPM:
28.40%
FCNCA:
-63.51%
JPM:
-74.02%
FCNCA:
-27.71%
JPM:
-16.21%
Fundamentals
FCNCA:
$22.83B
JPM:
$647.89B
FCNCA:
$189.49
JPM:
$20.37
FCNCA:
8.96
JPM:
11.44
FCNCA:
0.00
JPM:
6.42
FCNCA:
2.45
JPM:
3.84
FCNCA:
1.08
JPM:
1.97
FCNCA:
$9.30B
JPM:
$135.48B
FCNCA:
$7.28B
JPM:
$135.48B
FCNCA:
$1.97B
JPM:
$81.76B
Returns By Period
In the year-to-date period, FCNCA achieves a -19.57% return, which is significantly lower than JPM's -1.64% return. Over the past 10 years, FCNCA has outperformed JPM with an annualized return of 21.65%, while JPM has yielded a comparatively lower 17.23% annualized return.
FCNCA
-19.57%
-6.06%
-16.07%
10.82%
41.03%
21.65%
JPM
-1.64%
0.91%
6.02%
30.43%
25.22%
17.23%
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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.
Dividends
FCNCA vs. JPM - Dividend Comparison
FCNCA's dividend yield for the trailing twelve months is around 0.42%, less than JPM's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. | 0.42% | 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. | 2.17% | 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. For additional features, visit the drawdowns tool.
Volatility
FCNCA vs. JPM - Volatility Comparison
First Citizens BancShares, Inc. (FCNCA) has a higher volatility of 19.77% compared to JPMorgan Chase & Co. (JPM) at 15.37%. 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.
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