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 0.36, 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
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Key characteristics
PFBC:
0.27
JPM:
1.09
PFBC:
0.66
JPM:
1.77
PFBC:
1.08
JPM:
1.26
PFBC:
0.17
JPM:
1.43
PFBC:
0.91
JPM:
4.82
PFBC:
10.13%
JPM:
7.27%
PFBC:
32.34%
JPM:
28.66%
PFBC:
-97.00%
JPM:
-74.02%
PFBC:
-47.64%
JPM:
-9.04%
Fundamentals
PFBC:
$1.10B
JPM:
$703.33B
PFBC:
$9.64
JPM:
$20.38
PFBC:
8.61
JPM:
12.42
PFBC:
1.83
JPM:
6.90
PFBC:
4.11
JPM:
4.17
PFBC:
1.43
JPM:
2.12
PFBC:
$387.35M
JPM:
$228.61B
PFBC:
$327.22M
JPM:
$186.05B
PFBC:
$132.65M
JPM:
$104.01B
Returns By Period
In the year-to-date period, PFBC achieves a -2.06% return, which is significantly lower than JPM's 6.78% return. Over the past 10 years, PFBC has underperformed JPM with an annualized return of 14.27%, while JPM has yielded a comparatively higher 17.62% annualized return.
PFBC
-2.06%
8.75%
-9.42%
9.46%
24.49%
14.27%
JPM
6.78%
7.15%
8.01%
30.28%
27.41%
17.62%
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Risk-Adjusted Performance
PFBC vs. JPM — Risk-Adjusted Performance Rank
PFBC
JPM
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.
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Dividends
PFBC vs. JPM - Dividend Comparison
PFBC's dividend yield for the trailing twelve months is around 3.49%, more than JPM's 2.00% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PFBC Preferred Bank | 3.49% | 3.24% | 3.01% | 2.31% | 2.01% | 2.38% | 2.00% | 2.17% | 1.29% | 1.14% | 1.39% | 0.36% |
JPM JPMorgan Chase & Co. | 2.00% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
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.
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Volatility
PFBC vs. JPM - Volatility Comparison
Preferred Bank (PFBC) has a higher volatility of 11.02% compared to JPMorgan Chase & Co. (JPM) at 7.57%. 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.
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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