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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 331 -1.50 (-0.45%)
As of 11:54 AM Eastern

JUGI vs. FEV, MYI, N91, ATT, PNL, WWH, WTAN, BRW, SNN, and BHMU

Should you be buying JPMorgan UK Small Cap Growth & Income stock or one of its competitors? The main competitors of JPMorgan UK Small Cap Growth & Income include Fidelity European Trust (FEV), Murray International (MYI), Ninety One Group (N91), Allianz Technology Trust (ATT), Personal Assets (PNL), Worldwide Healthcare (WWH), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Sanne Group (SNN), and BH Macro USD (BHMU). These companies are all part of the "asset management" industry.

JPMorgan UK Small Cap Growth & Income vs. Its Competitors

Fidelity European Trust (LON:FEV) and JPMorgan UK Small Cap Growth & Income (LON:JUGI) are both small-cap financial services companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, earnings, risk, dividends, institutional ownership, media sentiment and profitability.

Fidelity European Trust has a beta of 0.8, indicating that its stock price is 20% less volatile than the S&P 500. Comparatively, JPMorgan UK Small Cap Growth & Income has a beta of 1.36, indicating that its stock price is 36% more volatile than the S&P 500.

In the previous week, JPMorgan UK Small Cap Growth & Income had 1 more articles in the media than Fidelity European Trust. MarketBeat recorded 1 mentions for JPMorgan UK Small Cap Growth & Income and 0 mentions for Fidelity European Trust. JPMorgan UK Small Cap Growth & Income's average media sentiment score of 1.90 beat Fidelity European Trust's score of 1.02 indicating that JPMorgan UK Small Cap Growth & Income is being referred to more favorably in the news media.

Company Overall Sentiment
Fidelity European Trust Positive
JPMorgan UK Small Cap Growth & Income Very Positive

Fidelity European Trust has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. JPMorgan UK Small Cap Growth & Income is trading at a lower price-to-earnings ratio than Fidelity European Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity European Trust£221.98M7.49£208.32M£50.458.02
JPMorgan UK Small Cap Growth & Income£109.52M4.06£104.47M£77.674.26

Fidelity European Trust pays an annual dividend of GBX 8 per share and has a dividend yield of 2.0%. JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 22 per share and has a dividend yield of 6.6%. Fidelity European Trust pays out 15.9% of its earnings in the form of a dividend. JPMorgan UK Small Cap Growth & Income pays out 28.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

69.2% of Fidelity European Trust shares are owned by institutional investors. Comparatively, 19.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. 0.8% of Fidelity European Trust shares are owned by company insiders. Comparatively, 3.5% of JPMorgan UK Small Cap Growth & Income shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

JPMorgan UK Small Cap Growth & Income has a net margin of 95.39% compared to Fidelity European Trust's net margin of 93.84%. JPMorgan UK Small Cap Growth & Income's return on equity of 25.82% beat Fidelity European Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity European Trust93.84% 12.65% 10.56%
JPMorgan UK Small Cap Growth & Income 95.39%25.82%15.14%

Summary

JPMorgan UK Small Cap Growth & Income beats Fidelity European Trust on 9 of the 15 factors compared between the two stocks.

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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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JUGI vs. The Competition

MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£445.08M£1.24B£6.27B£2.96B
Dividend Yield4.58%4.37%4.18%5.02%
P/E Ratio4.2622.0113.26147.41
Price / Sales4.062,407.541,770.20240,143.56
Price / CashN/A60.8149.5627.97
Price / Book0.821.221.914.55
Net Income£104.47M£264.68M£1.24B£5.90B
7 Day Performance-2.07%0.30%0.50%1.27%
1 Month PerformanceN/A2.65%3.06%4.62%
1 Year PerformanceN/A6.25%15.68%82.58%

JPMorgan UK Small Cap Growth & Income Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUGI
JPMorgan UK Small Cap Growth & Income
N/AGBX 331
-0.5%
N/AN/A£445.08M£109.52M4.26N/APositive News
FEV
Fidelity European Trust
N/AGBX 409.50
+0.2%
N/A+1.9%£1.68B£221.98M8.12N/APositive News
MYI
Murray International
N/AGBX 280.50
-0.2%
N/A+9.4%£1.67B£198.15M9.33N/ADividend Announcement
N91
Ninety One Group
0.8521 of 5 stars
GBX 187.77
+0.8%
GBX 173
-7.9%
+7.9%£1.66B£586.81M10.811,180
ATT
Allianz Technology Trust
N/AGBX 434
+1.6%
N/A+5.0%£1.65B£511.77M3.28N/APositive News
PNL
Personal Assets
N/AGBX 512
+0.4%
N/A+4.9%£1.63B£107.31M13.05N/ANews Coverage
WWH
Worldwide Healthcare
N/AGBX 300.60
-0.1%
N/A-14.7%£1.60B£245.62M7.00N/APositive News
WTAN
Witan Investment Trust
N/AN/AN/AN/A£1.58B£246.38M738.896
BRW
Brewin Dolphin
N/AN/AN/AN/A£1.56B£415.46M3,029.412,186
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16M-204.6720,100
BHMU
BH Macro USD
N/AGBX 3.98
flat
N/A+3.9%£1.48B£2.88B34.19N/AHigh Trading Volume

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This page (LON:JUGI) was last updated on 7/7/2025 by MarketBeat.com Staff
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