JFJ.L vs. JPM
Compare and contrast key facts about JPMorgan Japanese Investment Trust (JFJ.L) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFJ.L or JPM.
Correlation
The correlation between JFJ.L and JPM is 0.17, 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
JFJ.L vs. JPM - Performance Comparison
Key characteristics
JFJ.L:
1.17
JPM:
2.09
JFJ.L:
1.67
JPM:
2.77
JFJ.L:
1.22
JPM:
1.42
JFJ.L:
0.61
JPM:
4.97
JFJ.L:
4.91
JPM:
14.09
JFJ.L:
4.02%
JPM:
3.57%
JFJ.L:
16.79%
JPM:
24.21%
JFJ.L:
-87.33%
JPM:
-74.02%
JFJ.L:
-15.87%
JPM:
-5.61%
Fundamentals
JFJ.L:
£1.01B
JPM:
$738.84B
JFJ.L:
£1.17
JPM:
$19.74
JFJ.L:
5.25
JPM:
13.39
JFJ.L:
£174.70M
JPM:
$177.39B
JFJ.L:
£174.70M
JPM:
$177.39B
JFJ.L:
£137.43M
JPM:
$118.91B
Returns By Period
In the year-to-date period, JFJ.L achieves a 9.06% return, which is significantly lower than JPM's 10.80% return. Over the past 10 years, JFJ.L has underperformed JPM with an annualized return of 9.37%, while JPM has yielded a comparatively higher 19.10% annualized return.
JFJ.L
9.06%
5.68%
13.41%
19.75%
7.77%
9.37%
JPM
10.80%
0.53%
22.41%
47.64%
17.60%
19.10%
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Risk-Adjusted Performance
JFJ.L vs. JPM — Risk-Adjusted Performance Rank
JFJ.L
JPM
JFJ.L vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Japanese Investment Trust (JFJ.L) 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
JFJ.L vs. JPM - Dividend Comparison
JFJ.L's dividend yield for the trailing twelve months is around 109.93%, more than JPM's 1.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFJ.L JPMorgan Japanese Investment Trust | 109.93% | 119.89% | 132.52% | 135.96% | 79.70% | 69.77% | 109.29% | 133.69% | 114.09% | 111.03% | 93.72% | 118.14% |
JPM JPMorgan Chase & Co. | 1.82% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
JFJ.L vs. JPM - Drawdown Comparison
The maximum JFJ.L drawdown since its inception was -87.33%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for JFJ.L and JPM. For additional features, visit the drawdowns tool.
Volatility
JFJ.L vs. JPM - Volatility Comparison
The current volatility for JPMorgan Japanese Investment Trust (JFJ.L) is 3.60%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.18%. This indicates that JFJ.L 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
JFJ.L vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Japanese Investment Trust 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