MFC vs JPM-P-C

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

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

MFC vs JPM-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

MFC

$70B

JPM-P-C

$69B

Max Drawdown

MFC

84.63%

Winner

JPM-P-C

17.47%

Sharpe Ratio

Winner

MFC

1.39

JPM-P-C

0.48

5Y Beta

MFC

0.98

Winner

JPM-P-C

0.09

Industry

MFC

Insurance - Life

JPM-P-C

N/A

P/E Ratio

MFC

14.93

Winner

JPM-P-C

1.16

Forward P/E

MFC

13.02

JPM-P-C

N/A

PEG Ratio

MFC

0.53

Winner

JPM-P-C

0.12

Dividend Yield

MFC

4.38%

JPM-P-C

N/A

5Y Dividends CAGR

Winner

MFC

8.73%

JPM-P-C

0.00%

5Y EPS CAGR

MFC

6.85%

Winner

JPM-P-C

15.42%

Debt to Equity

MFC

26.11%

Winner

JPM-P-C

18.69%

Free Cash Flow Yield

MFC

30.21%

JPM-P-C

N/A

P/S Ratio

MFC

2.12

JPM-P-C

N/A

P/B Ratio

MFC

2.15

JPM-P-C

N/A

MFC vs JPM-P-C - Historical Returns

Returns include dividend reinvestment.

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

Winner

MFC

+5.66%

JPM-P-C

+0.08%

Winner

MFC

+13.58%

JPM-P-C

+1.95%

Winner

MFC

+12.74%

JPM-P-C

+2.98%

Winner

MFC

+40.02%

JPM-P-C

+5.43%

5Y(CAGR)

Winner

MFC

+22.64%

JPM-P-C

+3.36%

10Y(CAGR)

MFC

+17.48%

JPM-P-C

N/A

Max(CAGR)

Winner

MFC

+11.54%

JPM-P-C

+5.96%

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

Returns include dividend reinvestment.

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

MFC vs JPM-P-C Drawdown Comparison

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

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

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

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

Correlation

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

0.93

-101

Dividend Comparison (2000 - 2026)

MFC vs JPM-P-C dividend yield comparison.

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