Correlation
The correlation between TFC and JPM is 0.56, 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.
TFC vs. JPM
Compare and contrast key facts about Truist Financial Corporation (TFC) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TFC or JPM.
Performance
TFC vs. JPM - Performance Comparison
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Key characteristics
TFC:
0.25
JPM:
1.26
TFC:
0.43
JPM:
1.75
TFC:
1.06
JPM:
1.25
TFC:
0.11
JPM:
1.38
TFC:
0.45
JPM:
4.62
TFC:
9.48%
JPM:
7.30%
TFC:
31.43%
JPM:
28.39%
TFC:
-66.56%
JPM:
-74.02%
TFC:
-30.30%
JPM:
-6.30%
Fundamentals
TFC:
$51.44B
JPM:
$724.54B
TFC:
-$0.19
JPM:
$20.39
TFC:
1.94
JPM:
7.10
TFC:
4.46
JPM:
4.29
TFC:
0.88
JPM:
2.19
TFC:
$13.36B
JPM:
$228.61B
TFC:
$5.98B
JPM:
$186.05B
TFC:
-$2.23B
JPM:
$104.01B
Returns By Period
In the year-to-date period, TFC achieves a -7.21% return, which is significantly lower than JPM's 10.00% return. Over the past 10 years, TFC has underperformed JPM with an annualized return of 3.91%, while JPM has yielded a comparatively higher 17.97% annualized return.
TFC
-7.21%
5.66%
-16.31%
7.35%
-0.46%
8.25%
3.91%
JPM
10.00%
7.05%
5.35%
32.91%
30.83%
27.34%
17.97%
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Risk-Adjusted Performance
TFC vs. JPM — Risk-Adjusted Performance Rank
TFC
JPM
TFC vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Truist Financial Corporation (TFC) 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
TFC vs. JPM - Dividend Comparison
TFC's dividend yield for the trailing twelve months is around 5.30%, more than JPM's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFC Truist Financial Corporation | 5.30% | 4.79% | 5.63% | 4.65% | 3.18% | 3.76% | 3.04% | 3.60% | 2.53% | 2.45% | 2.78% | 2.44% |
JPM JPMorgan Chase & Co. | 1.94% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
TFC vs. JPM - Drawdown Comparison
The maximum TFC drawdown since its inception was -66.56%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for TFC and JPM.
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Volatility
TFC vs. JPM - Volatility Comparison
Truist Financial Corporation (TFC) has a higher volatility of 8.22% compared to JPMorgan Chase & Co. (JPM) at 4.95%. This indicates that TFC'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
TFC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Truist 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
TFC vs. JPM - Profitability Comparison
TFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Truist Financial Corporation reported a gross profit of -2.48B and revenue of 4.90B. Therefore, the gross margin over that period was -50.6%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
TFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Truist Financial Corporation reported an operating income of 1.57B and revenue of 4.90B, resulting in an operating margin of 32.1%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
TFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Truist Financial Corporation reported a net income of 1.26B and revenue of 4.90B, resulting in a net margin of 25.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.