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:
1.27
JPM:
2.58
PFBC:
2.04
JPM:
3.36
PFBC:
1.25
JPM:
1.51
PFBC:
0.65
JPM:
6.03
PFBC:
4.92
JPM:
17.25
PFBC:
7.82%
JPM:
3.54%
PFBC:
30.33%
JPM:
23.73%
PFBC:
-97.00%
JPM:
-74.02%
PFBC:
-43.18%
JPM:
-0.40%
Fundamentals
PFBC:
$1.23B
JPM:
$774.66B
PFBC:
$9.76
JPM:
$19.66
PFBC:
9.32
JPM:
14.03
PFBC:
1.83
JPM:
7.53
PFBC:
$329.23M
JPM:
$177.39B
PFBC:
$386.09M
JPM:
$177.39B
PFBC:
$46.85M
JPM:
$118.91B
Returns By Period
In the year-to-date period, PFBC achieves a 6.28% return, which is significantly lower than JPM's 15.65% return. Over the past 10 years, PFBC has underperformed JPM with an annualized return of 15.49%, while JPM has yielded a comparatively higher 20.09% annualized return.
PFBC
6.28%
7.59%
21.05%
37.97%
11.69%
15.49%
JPM
15.65%
13.44%
35.53%
61.39%
18.38%
20.09%
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
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.
Dividends
PFBC vs. JPM - Dividend Comparison
PFBC's dividend yield for the trailing twelve months is around 3.13%, more than JPM's 1.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFBC Preferred Bank | 3.13% | 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. | 1.74% | 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.
Volatility
PFBC vs. JPM - Volatility Comparison
Preferred Bank (PFBC) has a higher volatility of 8.79% compared to JPMorgan Chase & Co. (JPM) at 4.44%. 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