JII.L vs. BRK-B
Compare and contrast key facts about JPMorgan Indian Inv Trust (JII.L) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JII.L or BRK-B.
Key characteristics
| JII.L | BRK-B | |
|---|---|---|
| YTD Return | 7.89% | 28.02% |
| 1Y Return | 15.53% | 23.25% |
| 3Y Return (Ann) | 6.79% | 18.21% |
| 5Y Return (Ann) | 7.17% | 17.07% |
| 10Y Return (Ann) | 8.30% | 12.53% |
| Sharpe Ratio | 1.24 | 1.74 |
| Daily Std Dev | 12.71% | 13.40% |
| Max Drawdown | -71.39% | -53.86% |
| Current Drawdown | -2.88% | -4.59% |
Fundamentals
| JII.L | BRK-B | |
|---|---|---|
| Market Cap | £699.26M | $984.29B |
| EPS | £1.54 | $31.47 |
| PE Ratio | 6.57 | 14.51 |
| PEG Ratio | 0.00 | 10.06 |
| Total Revenue (TTM) | £171.63M | $340.33B |
| Gross Profit (TTM) | £166.59M | $90.03B |
| EBITDA (TTM) | £136.50M | $62.37B |
Correlation
The correlation between JII.L and BRK-B 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
JII.L vs. BRK-B - Performance Comparison
In the year-to-date period, JII.L achieves a 7.89% return, which is significantly lower than BRK-B's 28.02% return. Over the past 10 years, JII.L has underperformed BRK-B with an annualized return of 8.30%, while BRK-B has yielded a comparatively higher 12.53% annualized 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. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Indian Inv Trust (JII.L) and Berkshire Hathaway Inc. (BRK-B). 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. BRK-B - Dividend Comparison
Neither JII.L nor BRK-B has paid dividends to shareholders.
Drawdowns
JII.L vs. BRK-B - Drawdown Comparison
The maximum JII.L drawdown since its inception was -71.39%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for JII.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
JII.L vs. BRK-B - Volatility Comparison
JPMorgan Indian Inv Trust (JII.L) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 4.63% and 4.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JII.L vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Indian Inv Trust and Berkshire Hathaway Inc.. 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