PFBC vs. JPM
Compare and contrast key facts about Preferred Bank (PFBC) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFBC or JPM.
Correlation
The correlation between PFBC and JPM is 0.40, 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
PFBC vs. JPM - Performance Comparison
Key characteristics
PFBC:
0.61
JPM:
1.97
PFBC:
1.16
JPM:
2.70
PFBC:
1.14
JPM:
1.40
PFBC:
0.32
JPM:
4.55
PFBC:
2.53
JPM:
13.24
PFBC:
7.40%
JPM:
3.48%
PFBC:
30.59%
JPM:
23.42%
PFBC:
-97.00%
JPM:
-74.02%
PFBC:
-46.80%
JPM:
-5.07%
Fundamentals
PFBC:
$1.20B
JPM:
$671.06B
PFBC:
$9.99
JPM:
$17.99
PFBC:
9.13
JPM:
13.25
PFBC:
1.83
JPM:
4.74
PFBC:
$459.20M
JPM:
$170.11B
PFBC:
$512.87M
JPM:
$169.52B
PFBC:
$97.43M
JPM:
$118.87B
Returns By Period
In the year-to-date period, PFBC achieves a 22.14% return, which is significantly lower than JPM's 43.02% return. Over the past 10 years, PFBC has underperformed JPM with an annualized return of 15.31%, while JPM has yielded a comparatively higher 17.53% annualized return.
PFBC
22.14%
-7.65%
18.62%
19.15%
11.00%
15.31%
JPM
43.02%
-1.32%
22.46%
45.24%
14.90%
17.53%
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Risk-Adjusted Performance
PFBC vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Preferred Bank (PFBC) 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
PFBC vs. JPM - Dividend Comparison
PFBC's dividend yield for the trailing twelve months is around 3.26%, more than JPM's 1.94% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Preferred Bank | 3.26% | 3.01% | 2.31% | 2.01% | 2.38% | 2.00% | 2.17% | 1.29% | 1.14% | 1.39% | 0.36% | 0.00% |
JPMorgan Chase & Co. | 1.94% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
PFBC vs. JPM - Drawdown Comparison
The maximum PFBC drawdown since its inception was -97.00%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for PFBC and JPM. For additional features, visit the drawdowns tool.
Volatility
PFBC vs. JPM - Volatility Comparison
Preferred Bank (PFBC) has a higher volatility of 7.21% compared to JPMorgan Chase & Co. (JPM) at 5.60%. This indicates that PFBC'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
PFBC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Preferred Bank 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