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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 326.50 +1.00 (+0.31%)
As of 10/3/2025 11:50 AM Eastern

JUGI vs. PNL, FCSS, WTAN, BRW, PIN, SNN, WWH, LWDB, BHMG, and BNKR

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 Personal Assets (PNL), Fidelity China Special (FCSS), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Pantheon International (PIN), Sanne Group (SNN), Worldwide Healthcare (WWH), Law Debenture (LWDB), BH Macro GBP (BHMG), and The Bankers Investment Trust (BNKR). These companies are all part of the "asset management" industry.

JPMorgan UK Small Cap Growth & Income vs. Its Competitors

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

7.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 0.1% of Personal Assets shares are held by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by insiders. Comparatively, 0.5% of Personal Assets shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

In the previous week, Personal Assets had 1 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 1 mentions for Personal Assets and 0 mentions for JPMorgan UK Small Cap Growth & Income. Personal Assets' average media sentiment score of 0.83 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Personal Assets is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Personal Assets Positive

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 0.14 per share and has a dividend yield of 0.0%. Personal Assets pays an annual dividend of GBX 0.06 per share and has a dividend yield of 0.0%. JPMorgan UK Small Cap Growth & Income pays out 31.3% of its earnings in the form of a dividend. Personal Assets pays out 16.2% 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.

Personal Assets 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 Personal Assets, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan UK Small Cap Growth & Income£44.86M9.29£104.47M£0.45731.24
Personal Assets£123.08M13.27£124.81M£0.351,522.11

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. Comparatively, Personal Assets has a beta of 0.19, indicating that its stock price is 81% less volatile than the S&P 500.

Personal Assets has a net margin of 116.31% compared to JPMorgan UK Small Cap Growth & Income's net margin of 95.39%. JPMorgan UK Small Cap Growth & Income's return on equity of 25.82% beat Personal Assets' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income95.39% 25.82% 15.14%
Personal Assets 116.31%7.96%1.96%

Summary

Personal Assets beats JPMorgan UK Small Cap Growth & Income on 9 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding JUGI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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£415.29M£1.49B£6.04B£2.59B
Dividend Yield4.46%4.59%4.31%5.30%
P/E Ratio731.243,115.641,332.944,421.35
Price / Sales9.291,914.001,397.0499,678.00
Price / CashN/A60.4748.9727.90
Price / Book0.811.382.138.04
Net Income£104.47M£264.59M£1.22B£5.89B
7 Day Performance1.40%0.82%0.67%0.98%
1 Month Performance1.71%2.14%6.63%6.24%
1 Year Performance-1.66%8.53%37.90%149.27%

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 326.50
+0.3%
N/A-1.7%£415.29M£44.86M731.24N/AHigh Trading Volume
PNL
Personal Assets
N/AGBX 526
+0.4%
N/A+6.6%£1.64B£123.08M1,522.11N/A
FCSS
Fidelity China Special
N/AGBX 330
-0.5%
N/A+37.2%£1.61B£339.93M500.53N/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
PIN
Pantheon International
N/AGBX 342.50
+0.3%
N/A+4.1%£1.51B£4.38M-23,620.69455
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16M-204.6720,100
WWH
Worldwide Healthcare
N/AGBX 342.28
+1.4%
N/A-1.2%£1.44B-£205.14M-847.23N/APositive News
LWDB
Law Debenture
N/AGBX 1,064
+1.3%
N/A+18.8%£1.42B£244.75M829.56260
BHMG
BH Macro GBP
N/AGBX 396
+0.1%
N/A+4.5%£1.40B£152.48M2,588.39N/A
BNKR
The Bankers Investment Trust
N/AGBX 131.40
+0.9%
N/A+15.9%£1.35B-£16.26M-6,704.08N/APositive News

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This page (LON:JUGI) was last updated on 10/6/2025 by MarketBeat.com Staff
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