LPLA vs. RJF
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and Raymond James Financial, Inc. (RJF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPLA or RJF.
Correlation
The correlation between LPLA and RJF is 0.68, 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
LPLA vs. RJF - Performance Comparison
Key characteristics
LPLA:
1.48
RJF:
2.04
LPLA:
2.08
RJF:
2.89
LPLA:
1.31
RJF:
1.39
LPLA:
1.42
RJF:
2.80
LPLA:
3.76
RJF:
7.70
LPLA:
12.55%
RJF:
6.49%
LPLA:
31.78%
RJF:
24.48%
LPLA:
-69.32%
RJF:
-69.68%
LPLA:
0.00%
RJF:
-4.81%
Fundamentals
LPLA:
$25.33B
RJF:
$33.05B
LPLA:
$13.46
RJF:
$9.70
LPLA:
25.13
RJF:
16.64
LPLA:
1.23
RJF:
1.89
LPLA:
$8.87B
RJF:
$11.37B
LPLA:
$2.81B
RJF:
$10.12B
LPLA:
$1.89B
RJF:
$2.71B
Returns By Period
In the year-to-date period, LPLA achieves a 3.60% return, which is significantly lower than RJF's 4.24% return. Over the past 10 years, LPLA has outperformed RJF with an annualized return of 25.31%, while RJF has yielded a comparatively lower 18.26% annualized return.
LPLA
3.60%
2.57%
49.97%
45.82%
29.13%
25.31%
RJF
4.24%
0.94%
43.36%
49.75%
22.24%
18.26%
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Risk-Adjusted Performance
LPLA vs. RJF — Risk-Adjusted Performance Rank
LPLA
RJF
LPLA vs. RJF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and Raymond James Financial, Inc. (RJF). 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
LPLA vs. RJF - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.35%, less than RJF's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.35% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% |
RJF Raymond James Financial, Inc. | 1.15% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% | 1.15% |
Drawdowns
LPLA vs. RJF - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, roughly equal to the maximum RJF drawdown of -69.68%. Use the drawdown chart below to compare losses from any high point for LPLA and RJF. For additional features, visit the drawdowns tool.
Volatility
LPLA vs. RJF - Volatility Comparison
The current volatility for LPL Financial Holdings Inc. (LPLA) is 5.34%, while Raymond James Financial, Inc. (RJF) has a volatility of 7.61%. This indicates that LPLA experiences smaller price fluctuations and is considered to be less risky than RJF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LPLA vs. RJF - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and Raymond James Financial, 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