JPM-P-C vs MFC

Comparison between JPMorgan Chase & Company (JPM-P-C, Company) and Manulife Financial Corp (MFC, Company).

5-Year PerformanceMFC has outperformed JPM-P-C, delivering a return of +22.6% compared to +3.4%

JPM-P-C vs MFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-C(COMPANY)	MFC(COMPANY)
Market Cap	$69B	$70B
Max Drawdown	17.47%	84.63%
Sharpe Ratio	0.48	1.39
5Y Beta	0.09	0.98
Industry	N/A	Insurance - Life
P/E Ratio	1.16	14.93
Forward P/E	N/A	13.02
PEG Ratio	0.12	0.53
Dividend Yield	N/A	4.38%
5Y Dividends CAGR	0.00%	8.73%
5Y EPS CAGR	15.42%	6.85%
Debt to Equity	18.69%	26.11%
Free Cash Flow Yield	N/A	30.21%
P/S Ratio	N/A	2.12
P/B Ratio	N/A	2.15

Market Cap

JPM-P-C

$69B

Winner

MFC

$70B

Max Drawdown

Winner

JPM-P-C

17.47%

MFC

84.63%

Sharpe Ratio

JPM-P-C

0.48

Winner

MFC

1.39

5Y Beta

Winner

JPM-P-C

0.09

MFC

0.98

Industry

JPM-P-C

N/A

MFC

Insurance - Life

P/E Ratio

Winner

JPM-P-C

1.16

MFC

14.93

Forward P/E

JPM-P-C

N/A

MFC

13.02

PEG Ratio

Winner

JPM-P-C

0.12

MFC

0.53

Dividend Yield

JPM-P-C

N/A

MFC

4.38%

5Y Dividends CAGR

JPM-P-C

0.00%

Winner

MFC

8.73%

5Y EPS CAGR

Winner

JPM-P-C

15.42%

MFC

6.85%

Debt to Equity

Winner

JPM-P-C

18.69%

MFC

26.11%

Free Cash Flow Yield

JPM-P-C

N/A

MFC

30.21%

P/S Ratio

JPM-P-C

N/A

MFC

2.12

P/B Ratio

JPM-P-C

N/A

MFC

2.15

JPM-P-C vs MFC - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-C	MFC
1 month	+0.08%	+5.66%
3 months	+1.95%	+13.58%
6 months	+2.98%	+12.74%
1 year	+5.43%	+40.02%
5 years(CAGR)	+3.36%	+22.64%
10 years(CAGR)	N/A	+17.48%
Max(CAGR)	+5.96%	+11.54%

JPM-P-C

+0.08%

Winner

MFC

+5.66%

JPM-P-C

+1.95%

Winner

MFC

+13.58%

JPM-P-C

+2.98%

Winner

MFC

+12.74%

JPM-P-C

+5.43%

Winner

MFC

+40.02%

5Y(CAGR)

JPM-P-C

+3.36%

Winner

MFC

+22.64%

10Y(CAGR)

JPM-P-C

N/A

MFC

+17.48%

Max(CAGR)

JPM-P-C

+5.96%

Winner

MFC

+11.54%

JPM-P-C vs MFC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-C	MFC
2026	+3.06%	+15.57%
2025	+5.26%	+23.70%
2024	+6.90%	+47.50%
2023	+7.50%	+31.27%
2022	-3.44%	-2.84%
2021	+1.58%	+13.95%
2020	+5.48%	-8.34%
2019	+17.96%	+47.86%
2018	N/A	-29.85%
2017	N/A	+21.43%
2016	N/A	+28.19%
2015	N/A	-17.05%
2014	N/A	+1.34%
2013	N/A	+46.77%
2012	N/A	+28.37%
2011	N/A	-36.60%
2010	N/A	-7.17%
2009	N/A	+13.83%
2008	N/A	-55.82%
2007	N/A	+23.72%
2006	N/A	+15.23%
2005	N/A	+33.02%
2004	N/A	+45.93%
2003	N/A	+47.82%
2002	N/A	-13.20%
2001	N/A	-12.30%
2000	N/A	+168.00%
1999	N/A	+5.75%

JPM-P-C vs MFC Drawdown Comparison

The maximum drawdown for JPM-P-C was -16.13%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The maximum drawdown for MFC was -83.60%, occurring on Mar 9, 2009. Recovery took 4100 trading sessions.

The current JPM-P-C drawdown is -0.39%. The current MFC drawdown is -0.75%.

Rank	JPM-P-C	MFC
#1	-16.13% Jan 16, 2020 - Jun 8, 2020	-83.60% Oct 31, 2007 - Feb 15, 2024
#2	-10.40% Jul 6, 2021 - Nov 3, 2023	-42.36% Aug 7, 2001 - Aug 11, 2003
#3	-4.84% Dec 21, 2020 - May 20, 2021	-24.83% Nov 15, 1999 - Mar 31, 2000
#4	-3.78% Jul 30, 2020 - Nov 9, 2020	-22.34% Dec 28, 2000 - Aug 7, 2001
#5	-3.65% Oct 31, 2019 - Jan 2, 2020	-16.75% Apr 2, 2025 - Jun 5, 2025
#6	-2.21% Jun 9, 2020 - Jul 20, 2020	-12.49% Jan 29, 2026 - Apr 15, 2026
#7	-2.19% Sep 12, 2019 - Oct 17, 2019	-12.18% Nov 21, 2024 - Apr 2, 2025
#8	-2.03% Nov 8, 2024 - Jan 21, 2025	-11.25% Jul 11, 2024 - Aug 23, 2024
#9	-2.01% Mar 17, 2025 - May 16, 2025	-10.59% Apr 12, 2004 - Jun 22, 2004
#10	-1.94% Mar 2, 2026 - Apr 14, 2026	-10.54% Oct 31, 2000 - Nov 30, 2000
#11	-1.61% Mar 15, 2019 - Apr 23, 2019	-10.52% Sep 23, 2003 - Nov 28, 2003
#12	-1.52% Jul 24, 2019 - Jul 30, 2019	-9.13% Oct 9, 2000 - Oct 25, 2000
#13	-1.51% Sep 24, 2024 - Nov 7, 2024	-8.84% Mar 28, 2024 - May 9, 2024
#14	-1.38% Aug 29, 2019 - Sep 12, 2019	-8.81% Jun 21, 2000 - Aug 14, 2000
#15	-1.36% Nov 16, 2020 - Dec 17, 2020	-8.77% Aug 8, 2007 - Aug 31, 2007

Correlation

Correlation between JPM-P-C and MFC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

JPM-P-C vs MFC dividend yield comparison.

Year	JPM-P-C	MFC
2026	2.97%	1.72%
2025	5.97%	3.45%
2024	5.90%	4.16%
2023	5.93%	4.86%
2022	6.06%	5.71%
2021	5.50%	4.91%
2020	5.27%	4.70%
2019	4.55%	3.71%
2018	0.00%	4.08%
2017	0.00%	3.93%
2016	0.00%	4.15%
2015	0.00%	5.38%
2014	0.00%	2.99%
2013	0.00%	2.64%
2012	0.00%	3.83%
2011	0.00%	4.90%
2010	0.00%	3.03%
2009	0.00%	5.51%
2008	0.00%	5.87%
2007	0.00%	2.16%
2006	0.00%	2.15%
2005	0.00%	1.97%
2004	0.00%	2.03%
2003	0.00%	2.41%
2002	0.00%	2.76%
2001	0.00%	1.84%
2000	0.00%	1.08%