RF vs. JPM
Compare and contrast key facts about Regions Financial Corporation (RF) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RF or JPM.
Performance
RF vs. JPM - Performance Comparison
Returns By Period
In the year-to-date period, RF achieves a 40.53% return, which is significantly lower than JPM's 46.32% return. Over the past 10 years, RF has underperformed JPM with an annualized return of 13.87%, while JPM has yielded a comparatively higher 18.20% annualized return.
RF
40.53%
10.24%
35.15%
69.46%
14.38%
13.87%
JPM
46.32%
7.86%
23.26%
62.37%
16.73%
18.20%
Fundamentals
| RF | JPM | |
|---|---|---|
| Market Cap | $23.79B | $674.44B |
| EPS | $1.77 | $17.99 |
| PE Ratio | 14.79 | 13.32 |
| PEG Ratio | 4.84 | 4.76 |
| Total Revenue (TTM) | $8.07B | $173.22B |
| Gross Profit (TTM) | $8.09B | $173.22B |
| EBITDA (TTM) | $1.45B | $86.50B |
Key characteristics
| RF | JPM | |
|---|---|---|
| Sharpe Ratio | 2.41 | 2.74 |
| Sortino Ratio | 3.43 | 3.54 |
| Omega Ratio | 1.43 | 1.56 |
| Calmar Ratio | 2.08 | 6.21 |
| Martin Ratio | 13.19 | 18.87 |
| Ulcer Index | 5.18% | 3.33% |
| Daily Std Dev | 28.34% | 22.97% |
| Max Drawdown | -92.65% | -74.02% |
| Current Drawdown | -0.38% | -1.61% |
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Correlation
The correlation between RF and JPM is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
RF vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Regions Financial Corporation (RF) 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
RF vs. JPM - Dividend Comparison
RF's dividend yield for the trailing twelve months is around 3.69%, more than JPM's 1.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RF Regions Financial Corporation | 3.69% | 4.54% | 3.43% | 2.98% | 3.85% | 3.44% | 3.44% | 1.82% | 1.78% | 2.40% | 1.70% | 1.01% |
JPM JPMorgan Chase & Co. | 1.89% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
RF vs. JPM - Drawdown Comparison
The maximum RF drawdown since its inception was -92.65%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for RF and JPM. For additional features, visit the drawdowns tool.
Volatility
RF vs. JPM - Volatility Comparison
Regions Financial Corporation (RF) and JPMorgan Chase & Co. (JPM) have volatilities of 12.20% and 12.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
RF vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Regions Financial Corporation 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