Free Trial

JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 328.43 +1.43 (+0.44%)
As of 12:35 PM Eastern

JUGI vs. ATT, MYI, N91, WWH, FEV, VEIL, PNL, WTAN, BRW, and JTC

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 Allianz Technology Trust (ATT), Murray International (MYI), Ninety One Group (N91), Worldwide Healthcare (WWH), Fidelity European Trust (FEV), Vietnam Enterprise (VEIL), Personal Assets (PNL), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), and JTC (JTC). 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 Allianz Technology Trust (LON:ATT) are both small-cap financial services companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, media sentiment, analyst recommendations, dividends, valuation, risk, institutional ownership and earnings.

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, Allianz Technology Trust has a beta of 0.52, indicating that its stock price is 48% less volatile than the S&P 500.

19.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 31.7% of Allianz Technology Trust shares are held by institutional investors. 3.5% of JPMorgan UK Small Cap Growth & Income shares are held by company insiders. Comparatively, 2.1% of Allianz Technology Trust shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Allianz Technology Trust had 2 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 2 mentions for Allianz Technology Trust and 0 mentions for JPMorgan UK Small Cap Growth & Income. Allianz Technology Trust's average media sentiment score of 1.32 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Allianz Technology Trust is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Allianz Technology Trust Positive

Allianz Technology Trust has a net margin of 98.24% compared to JPMorgan UK Small Cap Growth & Income's net margin of 95.39%. Allianz Technology Trust's return on equity of 34.32% beat JPMorgan UK Small Cap Growth & Income's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income95.39% 25.82% 15.14%
Allianz Technology Trust 98.24%34.32%22.44%

Allianz Technology Trust has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. Allianz Technology Trust is trading at a lower price-to-earnings ratio than JPMorgan UK Small Cap Growth & Income, 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£109.52M4.03£104.47M£77.674.23
Allianz Technology Trust£511.77M3.40£502.74M£132.423.46

Summary

Allianz Technology Trust beats JPMorgan UK Small Cap Growth & Income on 9 of the 13 factors compared between the two stocks.

Get JPMorgan UK Small Cap Growth & Income News Delivered to You Automatically

Sign up to receive the latest news and ratings for JUGI and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

JUGI vs. The Competition

MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£441.63M£1.30B£6.45B£3.19B
Dividend Yield4.58%4.39%4.17%5.04%
P/E Ratio4.2322.6114.27170.55
Price / Sales4.032,520.871,828.09283,242.64
Price / CashN/A60.70127.3627.94
Price / Book0.821.405.196.02
Net Income£104.47M£265.04M£1.23B£5.89B
7 Day Performance-0.17%0.14%0.22%57.80%
1 Month Performance-1.22%0.43%1.64%52.37%
1 Year Performance-8.00%6.69%26.49%108.82%

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 328.43
+0.4%
N/A-8.1%£441.63M£109.52M4.23N/A
ATT
Allianz Technology Trust
N/AGBX 461.03
-0.4%
N/A+22.8%£1.75B£511.77M3.48N/APositive News
MYI
Murray International
N/AGBX 290
+0.3%
N/A+15.7%£1.73B£198.15M9.64N/AEarnings Report
Dividend Announcement
N91
Ninety One Group
1.5804 of 5 stars
GBX 192.65
+0.5%
GBX 190
-1.4%
+15.3%£1.71B£586.81M11.091,180
WWH
Worldwide Healthcare
N/AGBX 308.50
-0.2%
N/A-10.7%£1.64B£245.62M7.18N/APositive News
FEV
Fidelity European Trust
N/AGBX 399
+0.1%
N/A+2.0%£1.64B£221.98M7.91N/ANews Coverage
VEIL
Vietnam Enterprise
N/AGBX 714
-0.1%
N/A+26.7%£1.63B£17.87M-482.26N/A
PNL
Personal Assets
N/AGBX 511
flat
N/A+4.1%£1.63B£107.31M13.02N/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
JTC
JTC
2.0064 of 5 stars
GBX 915.50
+0.8%
GBX 1,275
+39.3%
-12.0%£1.54B£291.42M51.341,603

Related Companies and Tools


This page (LON:JUGI) was last updated on 8/19/2025 by MarketBeat.com Staff
From Our Partners