MTG vs. JPM
Compare and contrast key facts about MGIC Investment Corporation (MTG) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTG or JPM.
Correlation
The correlation between MTG and JPM is 0.45, 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
MTG vs. JPM - Performance Comparison
Key characteristics
MTG:
1.05
JPM:
1.10
MTG:
1.50
JPM:
1.62
MTG:
1.19
JPM:
1.24
MTG:
0.37
JPM:
1.28
MTG:
4.58
JPM:
4.69
MTG:
5.65%
JPM:
6.66%
MTG:
24.65%
JPM:
28.44%
MTG:
-98.86%
JPM:
-74.02%
MTG:
-62.76%
JPM:
-16.63%
Fundamentals
MTG:
$5.83B
JPM:
$644.64B
MTG:
$2.91
JPM:
$20.39
MTG:
8.26
JPM:
11.38
MTG:
1.54
JPM:
6.27
MTG:
4.83
JPM:
3.82
MTG:
1.13
JPM:
1.93
MTG:
$913.37M
JPM:
$204.37B
MTG:
$809.73M
JPM:
$180.79B
MTG:
$734.81M
JPM:
$100.17B
Returns By Period
In the year-to-date period, MTG achieves a 1.89% return, which is significantly higher than JPM's -2.13% return. Over the past 10 years, MTG has underperformed JPM with an annualized return of 10.15%, while JPM has yielded a comparatively higher 17.27% annualized return.
MTG
1.89%
2.65%
-6.56%
25.40%
33.98%
10.15%
JPM
-2.13%
-2.39%
4.09%
30.95%
22.93%
17.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MTG vs. JPM — Risk-Adjusted Performance Rank
MTG
JPM
MTG vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MGIC Investment Corporation (MTG) 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
MTG vs. JPM - Dividend Comparison
MTG's dividend yield for the trailing twelve months is around 2.10%, less than JPM's 2.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTG MGIC Investment Corporation | 2.10% | 2.07% | 2.23% | 2.77% | 1.94% | 1.91% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 2.18% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
MTG vs. JPM - Drawdown Comparison
The maximum MTG drawdown since its inception was -98.86%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for MTG and JPM. For additional features, visit the drawdowns tool.
Volatility
MTG vs. JPM - Volatility Comparison
The current volatility for MGIC Investment Corporation (MTG) is 12.19%, while JPMorgan Chase & Co. (JPM) has a volatility of 15.36%. This indicates that MTG 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
MTG vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between MGIC Investment Corporation 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