JII.L vs. AIE.L
Compare and contrast key facts about JPMorgan Indian Inv Trust (JII.L) and Ashoka India Equity Investment Trust plc (AIE.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JII.L or AIE.L.
Key characteristics
JII.L | AIE.L | |
---|---|---|
YTD Return | 7.89% | 19.34% |
1Y Return | 15.53% | 27.19% |
3Y Return (Ann) | 6.79% | 14.64% |
5Y Return (Ann) | 7.17% | 21.73% |
Sharpe Ratio | 1.24 | 1.54 |
Daily Std Dev | 12.71% | 17.56% |
Max Drawdown | -71.39% | -41.42% |
Current Drawdown | -2.88% | -0.34% |
Fundamentals
JII.L | AIE.L | |
---|---|---|
Market Cap | £699.26M | £464.59M |
EPS | £1.54 | £0.54 |
PE Ratio | 6.57 | 5.34 |
PEG Ratio | 0.00 | 0.00 |
Total Revenue (TTM) | £171.63M | £55.61M |
Gross Profit (TTM) | £166.59M | £53.93M |
EBITDA (TTM) | £136.50M | £44.47M |
Correlation
The correlation between JII.L and AIE.L is 0.50, 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.
Performance
JII.L vs. AIE.L - Performance Comparison
In the year-to-date period, JII.L achieves a 7.89% return, which is significantly lower than AIE.L's 19.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JII.L vs. AIE.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Indian Inv Trust (JII.L) and Ashoka India Equity Investment Trust plc (AIE.L). 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
JII.L vs. AIE.L - Dividend Comparison
Neither JII.L nor AIE.L has paid dividends to shareholders.
Drawdowns
JII.L vs. AIE.L - Drawdown Comparison
The maximum JII.L drawdown since its inception was -71.39%, which is greater than AIE.L's maximum drawdown of -41.42%. Use the drawdown chart below to compare losses from any high point for JII.L and AIE.L. For additional features, visit the drawdowns tool.
Volatility
JII.L vs. AIE.L - Volatility Comparison
JPMorgan Indian Inv Trust (JII.L) has a higher volatility of 4.66% compared to Ashoka India Equity Investment Trust plc (AIE.L) at 3.17%. This indicates that JII.L's price experiences larger fluctuations and is considered to be riskier than AIE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JII.L vs. AIE.L - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Indian Inv Trust and Ashoka India Equity Investment Trust plc. 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