MUFG vs. JPM
Compare and contrast key facts about Mitsubishi UFJ Financial Group, Inc. (MUFG) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUFG or JPM.
Correlation
The correlation between MUFG and JPM is 0.46, 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
MUFG vs. JPM - Performance Comparison
Key characteristics
MUFG:
0.68
JPM:
1.04
MUFG:
1.10
JPM:
1.56
MUFG:
1.15
JPM:
1.23
MUFG:
0.84
JPM:
1.22
MUFG:
2.75
JPM:
4.27
MUFG:
8.58%
JPM:
6.96%
MUFG:
34.81%
JPM:
28.58%
MUFG:
-76.79%
JPM:
-74.02%
MUFG:
-18.09%
JPM:
-12.47%
Fundamentals
MUFG:
$140.95B
JPM:
$679.88B
MUFG:
$1.18
JPM:
$20.38
MUFG:
10.38
JPM:
12.00
MUFG:
0.85
JPM:
6.58
MUFG:
0.02
JPM:
4.03
MUFG:
0.96
JPM:
2.02
MUFG:
$6.20T
JPM:
$204.37B
MUFG:
$6.20T
JPM:
$180.79B
MUFG:
-$288.97B
JPM:
$100.17B
Returns By Period
In the year-to-date period, MUFG achieves a 4.69% return, which is significantly higher than JPM's 2.76% return. Over the past 10 years, MUFG has underperformed JPM with an annualized return of 9.16%, while JPM has yielded a comparatively higher 17.76% annualized return.
MUFG
4.69%
-14.61%
20.06%
24.00%
30.59%
9.16%
JPM
2.76%
-2.38%
10.80%
28.87%
25.34%
17.76%
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Risk-Adjusted Performance
MUFG vs. JPM — Risk-Adjusted Performance Rank
MUFG
JPM
MUFG vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mitsubishi UFJ Financial Group, Inc. (MUFG) 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
MUFG vs. JPM - Dividend Comparison
MUFG's dividend yield for the trailing twelve months is around 1.35%, less than JPM's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.35% | 2.50% | 2.90% | 3.36% | 4.25% | 5.33% | 3.99% | 3.85% | 2.20% | 2.70% | 2.34% | 2.94% |
JPM JPMorgan Chase & Co. | 2.07% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
MUFG vs. JPM - Drawdown Comparison
The maximum MUFG drawdown since its inception was -76.79%, roughly equal to the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for MUFG and JPM. For additional features, visit the drawdowns tool.
Volatility
MUFG vs. JPM - Volatility Comparison
Mitsubishi UFJ Financial Group, Inc. (MUFG) has a higher volatility of 19.12% compared to JPMorgan Chase & Co. (JPM) at 15.62%. This indicates that MUFG's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MUFG vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Mitsubishi UFJ Financial Group, Inc. 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