JPMorgan UK Small Cap Growth & Income (JUGI) 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 superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, earnings, dividends, media sentiment, valuation, profitability and institutional ownership.

Does the media prefer FEV or JUGI?

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

Which has more volatility & risk, FEV or JUGI?

Fidelity European Trust has a beta of 0.8, suggesting 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, suggesting that its stock price is 36% more volatile than the S&P 500.

Is FEV or JUGI more profitable?

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 Trust	93.84%	12.65%	10.56%
JPMorgan UK Small Cap Growth & Income	95.39%	25.82%	15.14%

Do insiders and institutionals have more ownership in FEV or JUGI?

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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Which has preferable valuation and earnings, FEV or JUGI?

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Fidelity European Trust	£221.98M	7.49	£208.32M	£50.45	8.02
JPMorgan UK Small Cap Growth & Income	£109.52M	4.06	£104.47M	£77.67	4.26

Is FEV or JUGI a better dividend stock?

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.

Summary

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