RBC vs. JPM
RBC (RBC Bearings Incorporated) and JPM (JPMorgan Chase & Co.) are both stocks. RBC operates in Tools & Accessories (Industrials), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, RBC returned 25.14%/yr vs 22.02%/yr for JPM. At a 0.45 correlation, their price movements are largely independent.
Performance
RBC vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, RBC achieves a 41.26% return, which is significantly higher than JPM's 4.70% return. Over the past 10 years, RBC has outperformed JPM with an annualized return of 25.14%, while JPM has yielded a comparatively lower 22.02% annualized return.
RBC
- 1D
- -1.90%
- 1M
- 13.12%
- YTD
- 41.26%
- 6M
- 38.59%
- 1Y
- 66.15%
- 3Y*
- 44.71%
- 5Y*
- 26.49%
- 10Y*
- 25.14%
JPM
- 1D
- 0.80%
- 1M
- 9.06%
- YTD
- 4.70%
- 6M
- 3.51%
- 1Y
- 22.41%
- 3Y*
- 37.10%
- 5Y*
- 19.98%
- 10Y*
- 22.02%
RBC vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBC RBC Bearings Incorporated | 41.26% | 49.91% | 5.00% | 36.08% | 4.19% | 17.32% | 14.10% | 21.72% | 3.72% | 36.19% |
JPM JPMorgan Chase & Co. | 4.70% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between RBC and JPM is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2005 | 0.45 |
Fundamentals
RBC:
$20.09B
JPM:
$933.49B
RBC:
$9.09
JPM:
$21.08
RBC:
69.65
JPM:
15.85
RBC:
0.98
JPM:
1.75
RBC:
10.71
JPM:
3.27
RBC:
5.98
JPM:
2.71
RBC:
$1.87B
JPM:
$285.09B
RBC:
$830.20M
JPM:
$173.52B
RBC:
$510.20M
JPM:
$81.46B
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Return for Risk
RBC vs. JPM — Risk / Return Rank
RBC
JPM
RBC vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Bearings Incorporated (RBC) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RBC | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.51 | ||
| Sortino ratioReturn per unit of downside risk | +1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.19 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 5.75 | 1.46 | +4.29 |
| Martin ratioReturn relative to average drawdown | 15.51 | 3.43 | +12.08 |
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Drawdowns
RBC vs. JPM - Drawdown Comparison
The maximum RBC drawdown since its inception was -71.79%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for RBC and JPM.
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Drawdown Indicators
| RBC | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.79% | -76.16% | +4.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.56% | -15.47% | +3.91% |
Max Drawdown (3Y)Largest decline over 3 years | -17.81% | -24.42% | +6.61% |
Max Drawdown (5Y)Largest decline over 5 years | -35.26% | -38.77% | +3.51% |
Max Drawdown (10Y)Largest decline over 10 years | -55.06% | -43.63% | -11.43% |
Current DrawdownCurrent decline from peak | -1.90% | 0.00% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -12.72% | -17.61% | +4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 6.55% | -2.27% |
Volatility
RBC vs. JPM - Volatility Comparison
RBC Bearings Incorporated (RBC) has a higher volatility of 8.79% compared to JPMorgan Chase & Co. (JPM) at 7.34%. This indicates that RBC'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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Volatility by Period
| RBC | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.79% | 7.34% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 20.26% | 17.14% | +3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.39% | 22.12% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.55% | 24.47% | +7.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.65% | 27.35% | +10.30% |
Dividends
RBC vs. JPM - Dividend Comparison
RBC has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 1.77%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.77% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
RBC RBC Bearings Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.49% | 4.10% | 0.67% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
RBC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between RBC Bearings Incorporated 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
RBC vs. JPM - Profitability Comparison
RBC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported a gross profit of 251.00M and revenue of 518.00M. Therefore, the gross margin over that period was 48.5%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
RBC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported an operating income of 116.60M and revenue of 518.00M, resulting in an operating margin of 22.5%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
RBC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported a net income of 91.70M and revenue of 518.00M, resulting in a net margin of 17.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
RBC and JPM have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RBC has higher volatility (8.79%) compared to JPM (7.34%). In terms of maximum drawdown, RBC dropped -71.79% vs JPM's -76.16%.
RBC currently has the higher Sharpe Ratio (2.53 vs 1.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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