AMP vs JPM-P-K

Comparison between Ameriprise Financial Inc (AMP, Company) and JPMorgan Chase & Company (JPM-P-K, Company).

5-Year PerformanceAMP has outperformed JPM-P-K, delivering a return of +17.9% compared to -1.9%

AMP vs JPM-P-K - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMP(COMPANY)	JPM-P-K(COMPANY)
Market Cap	$50B	$50B
Max Drawdown	81.52%	33.00%
Sharpe Ratio	0.22	-0.41
5Y Beta	1.06	0.20
Industry	Asset Management	N/A
P/E Ratio	14.98	0.85
Forward P/E	12.14	N/A
PEG Ratio	0.96	0.09
Dividend Yield	1.20%	N/A
5Y Dividends CAGR	14.26%	37.22%
5Y EPS CAGR	22.71%	15.42%
Debt to Equity	0.00%	18.69%
Free Cash Flow Yield	14.08%	N/A
P/S Ratio	2.41	N/A
P/B Ratio	7.59	N/A

Market Cap

Winner

AMP

$50B

JPM-P-K

$50B

Max Drawdown

AMP

81.52%

Winner

JPM-P-K

33.00%

Sharpe Ratio

Winner

AMP

0.22

JPM-P-K

-0.41

5Y Beta

AMP

1.06

Winner

JPM-P-K

0.20

Industry

AMP

Asset Management

JPM-P-K

N/A

P/E Ratio

AMP

14.98

Winner

JPM-P-K

0.85

Forward P/E

AMP

12.14

JPM-P-K

N/A

PEG Ratio

AMP

0.96

Winner

JPM-P-K

0.09

Dividend Yield

AMP

1.20%

JPM-P-K

N/A

5Y Dividends CAGR

AMP

14.26%

Winner

JPM-P-K

37.22%

5Y EPS CAGR

Winner

AMP

22.71%

JPM-P-K

15.42%

Debt to Equity

Winner

AMP

0.00%

JPM-P-K

18.69%

Free Cash Flow Yield

AMP

14.08%

JPM-P-K

N/A

P/S Ratio

AMP

2.41

JPM-P-K

N/A

P/B Ratio

AMP

7.59

JPM-P-K

N/A

AMP vs JPM-P-K - Historical Returns

Returns include dividend reinvestment.

Period	AMP	JPM-P-K
1 month	+13.79%	-0.81%
3 months	+17.26%	-2.83%
6 months	+4.22%	-4.87%
1 year	+6.74%	+0.47%
5 years(CAGR)	+17.93%	-1.92%
10 years(CAGR)	+21.56%	N/A
Max(CAGR)	+16.00%	-0.67%

Winner

AMP

+13.79%

JPM-P-K

-0.81%

Winner

AMP

+17.26%

JPM-P-K

-2.83%

Winner

AMP

+4.22%

JPM-P-K

-4.87%

Winner

AMP

+6.74%

JPM-P-K

+0.47%

5Y(CAGR)

Winner

AMP

+17.93%

JPM-P-K

-1.92%

10Y(CAGR)

AMP

+21.56%

JPM-P-K

N/A

Max(CAGR)

Winner

AMP

+16.00%

JPM-P-K

-0.67%

AMP vs JPM-P-K - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	AMP	JPM-P-K
2026	+11.28%	-3.73%
2025	-6.29%	-0.04%
2024	+42.40%	+5.20%
2023	+24.25%	+15.00%
2022	+4.08%	-24.32%
2021	+63.12%	+6.61%
2020	+17.92%	N/A
2019	+58.53%	N/A
2018	-37.00%	N/A
2017	+55.09%	N/A
2016	+9.97%	N/A
2015	-17.74%	N/A
2014	+18.42%	N/A
2013	+80.65%	N/A
2012	+24.93%	N/A
2011	-14.97%	N/A
2010	+46.61%	N/A
2009	+65.91%	N/A
2008	-57.16%	N/A
2007	+0.74%	N/A
2006	+30.70%	N/A
2005	+11.11%	N/A

AMP vs JPM-P-K Drawdown Comparison

The maximum drawdown for AMP was -81.14%, occurring on Nov 21, 2008. Recovery took 843 trading sessions.

The maximum drawdown for JPM-P-K was -29.09%, occurring on May 9, 2022. Recovery took 720 trading sessions.

The current AMP drawdown is -3.24%. The current JPM-P-K drawdown is -11.56%.

Rank	AMP	JPM-P-K
#1	-81.14% Oct 9, 2007 - Feb 11, 2011	-29.09% Nov 5, 2021 - Sep 19, 2024
#2	-53.88% Feb 20, 2020 - Nov 9, 2020	-15.61% Oct 2, 2024 - May 21, 2025
#3	-45.02% Jan 12, 2018 - Feb 4, 2020	-4.52% May 4, 2021 - Jun 30, 2021
#4	-43.27% Feb 13, 2015 - Feb 21, 2017	-3.27% Jul 7, 2021 - Nov 4, 2021
#5	-41.83% Feb 18, 2011 - Dec 7, 2012	-1.53% Sep 20, 2024 - Oct 2, 2024
#6	-31.53% Jan 14, 2022 - Nov 10, 2022	-1.16% Apr 13, 2021 - Apr 23, 2021
#7	-26.39% Jan 29, 2025 - Apr 4, 2025	-0.48% Mar 11, 2021 - Mar 23, 2021
#8	-20.80% Feb 13, 2023 - Jul 20, 2023	-0.35% Apr 26, 2021 - Apr 30, 2021
#9	-17.82% Jun 19, 2007 - Oct 9, 2007	-0.27% Apr 8, 2021 - Apr 13, 2021
#10	-17.24% Apr 27, 2006 - Oct 20, 2006	-0.12% Mar 26, 2021 - Mar 31, 2021
#11	-14.40% Sep 2, 2014 - Nov 4, 2014	-0.12% Mar 31, 2021 - Apr 5, 2021
#12	-14.20% Sep 26, 2005 - Nov 9, 2005	N/A
#13	-13.61% Jul 20, 2023 - Dec 1, 2023	N/A
#14	-13.32% Feb 22, 2007 - May 31, 2007	N/A
#15	-12.37% Jan 8, 2014 - Jun 3, 2014	N/A

Correlation

Correlation between AMP and JPM-P-K is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (2005 - 2026)

AMP vs JPM-P-K dividend yield comparison.

Year	AMP	JPM-P-K
2026	0.60%	3.10%
2025	1.28%	5.86%
2024	1.09%	5.56%
2023	1.40%	5.55%
2022	1.57%	6.11%
2021	1.47%	3.07%
2020	2.10%	0.00%
2019	2.29%	0.00%
2018	3.38%	0.00%
2017	1.91%	0.00%
2016	2.63%	0.00%
2015	2.43%	0.00%
2014	1.71%	0.00%
2013	1.75%	0.00%
2012	2.28%	0.00%
2011	1.75%	0.00%
2010	1.23%	0.00%
2009	1.75%	0.00%
2008	2.74%	0.00%
2007	1.02%	0.00%
2006	0.81%	0.00%
2005	0.27%	0.00%