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:
1.56
JPM:
2.23
FCNCA:
2.53
JPM:
2.98
FCNCA:
1.33
JPM:
1.44
FCNCA:
3.80
JPM:
5.20
FCNCA:
8.48
JPM:
14.86
FCNCA:
6.49%
JPM:
3.55%
FCNCA:
35.36%
JPM:
23.67%
FCNCA:
-63.51%
JPM:
-74.02%
FCNCA:
-8.45%
JPM:
0.00%
Fundamentals
FCNCA:
$29.74B
JPM:
$705.97B
FCNCA:
$175.65
JPM:
$19.76
FCNCA:
12.25
JPM:
12.77
FCNCA:
0.00
JPM:
4.87
FCNCA:
$10.61B
JPM:
$131.51B
FCNCA:
$7.62B
JPM:
$130.92B
FCNCA:
$2.23B
JPM:
$99.40B
Returns By Period
In the year-to-date period, FCNCA achieves a 1.87% return, which is significantly lower than JPM's 5.82% return. Over the past 10 years, FCNCA has outperformed JPM with an annualized return of 25.84%, while JPM has yielded a comparatively lower 19.55% annualized return.
FCNCA
1.87%
1.37%
17.53%
56.59%
32.89%
25.84%
JPM
5.82%
5.87%
17.68%
53.65%
16.15%
19.55%
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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 0.32%, less than JPM's 1.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. | 0.32% | 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. | 1.90% | 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 7.40% compared to JPMorgan Chase & Co. (JPM) at 5.99%. 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