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:
0.52
JPM:
1.10
PFBC:
0.99
JPM:
1.62
PFBC:
1.13
JPM:
1.24
PFBC:
0.29
JPM:
1.28
PFBC:
1.71
JPM:
4.69
PFBC:
9.56%
JPM:
6.66%
PFBC:
31.50%
JPM:
28.44%
PFBC:
-97.00%
JPM:
-74.02%
PFBC:
-48.88%
JPM:
-16.63%
Fundamentals
PFBC:
$1.07B
JPM:
$644.64B
PFBC:
$9.64
JPM:
$20.39
PFBC:
8.41
JPM:
11.38
PFBC:
1.83
JPM:
6.34
PFBC:
4.02
JPM:
3.82
PFBC:
1.41
JPM:
1.95
PFBC:
$270.35M
JPM:
$204.37B
PFBC:
$327.22M
JPM:
$180.79B
PFBC:
$46.99M
JPM:
$100.17B
Returns By Period
In the year-to-date period, PFBC achieves a -4.38% return, which is significantly lower than JPM's -2.13% return. Over the past 10 years, PFBC has underperformed JPM with an annualized return of 13.72%, while JPM has yielded a comparatively higher 17.16% annualized return.
PFBC
-4.38%
-2.50%
-0.88%
13.21%
23.95%
13.72%
JPM
-2.13%
-2.35%
4.09%
27.74%
23.87%
17.16%
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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.
Dividends
PFBC vs. JPM - Dividend Comparison
PFBC's dividend yield for the trailing twelve months is around 3.58%, more than JPM's 2.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFBC Preferred Bank | 3.58% | 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. | 2.18% | 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
The current volatility for Preferred Bank (PFBC) is 11.81%, while JPMorgan Chase & Co. (JPM) has a volatility of 15.36%. This indicates that PFBC experiences smaller price fluctuations and is considered to be less risky 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