OZK vs. JPM
Compare and contrast key facts about Bank OZK (OZK) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OZK or JPM.
Correlation
The correlation between OZK and JPM is 0.44, 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
OZK vs. JPM - Performance Comparison
Key characteristics
OZK:
0.56
JPM:
2.17
OZK:
1.01
JPM:
2.86
OZK:
1.13
JPM:
1.43
OZK:
0.80
JPM:
5.18
OZK:
1.92
JPM:
14.74
OZK:
10.56%
JPM:
3.56%
OZK:
36.61%
JPM:
24.18%
OZK:
-70.41%
JPM:
-74.02%
OZK:
-6.97%
JPM:
-4.70%
Fundamentals
OZK:
$5.73B
JPM:
$780.81B
OZK:
$6.08
JPM:
$19.74
OZK:
8.31
JPM:
14.15
OZK:
$2.08B
JPM:
$177.39B
OZK:
$2.08B
JPM:
$177.39B
OZK:
$804.01M
JPM:
$118.91B
Returns By Period
The year-to-date returns for both stocks are quite close, with OZK having a 12.05% return and JPM slightly lower at 11.88%. Over the past 10 years, OZK has underperformed JPM with an annualized return of 6.27%, while JPM has yielded a comparatively higher 19.51% annualized return.
OZK
12.05%
-2.26%
21.11%
22.17%
16.35%
6.27%
JPM
11.88%
1.43%
24.55%
50.86%
17.85%
19.51%
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Risk-Adjusted Performance
OZK vs. JPM — Risk-Adjusted Performance Rank
OZK
JPM
OZK vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank OZK (OZK) 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
OZK vs. JPM - Dividend Comparison
OZK's dividend yield for the trailing twelve months is around 3.28%, more than JPM's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OZK Bank OZK | 3.28% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% | 1.24% |
JPM JPMorgan Chase & Co. | 1.80% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
OZK vs. JPM - Drawdown Comparison
The maximum OZK drawdown since its inception was -70.41%, roughly equal to the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for OZK and JPM. For additional features, visit the drawdowns tool.
Volatility
OZK vs. JPM - Volatility Comparison
Bank OZK (OZK) has a higher volatility of 7.40% compared to JPMorgan Chase & Co. (JPM) at 6.22%. This indicates that OZK'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
OZK vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Bank OZK 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