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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 324 +2.00 (+0.62%)
As of 08:32 AM Eastern

JUGI vs. FEV, PNL, N91, WTAN, BRW, WWH, SNN, PIN, FCSS, and BHMG

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), Personal Assets (PNL), Ninety One Group (N91), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Worldwide Healthcare (WWH), Sanne Group (SNN), Pantheon International (PIN), Fidelity China Special (FCSS), and BH Macro GBP (BHMG). 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 risk, dividends, profitability, earnings, valuation, institutional ownership, analyst recommendations and media sentiment.

Fidelity European Trust has higher earnings, but lower revenue 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£18.78M87.79£208.32M£0.0315,494.30
JPMorgan UK Small Cap Growth & Income£44.86M9.31£104.47M£0.45725.64

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

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%

In the previous week, Fidelity European Trust had 3 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 3 mentions for Fidelity European Trust and 0 mentions for JPMorgan UK Small Cap Growth & Income. Fidelity European Trust's average media sentiment score of 1.77 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Fidelity European Trust is being referred to more favorably in the media.

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

7.7% of Fidelity European Trust shares are held by institutional investors. Comparatively, 7.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. 0.1% of Fidelity European Trust shares are held by insiders. Comparatively, 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Fidelity European Trust pays an annual dividend of GBX 0.09 per share and has a dividend yield of 0.0%. JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 0.14 per share and has a dividend yield of 0.0%. Fidelity European Trust pays out 326.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. JPMorgan UK Small Cap Growth & Income pays out 31.3% of its earnings in the form of a dividend. JPMorgan UK Small Cap Growth & Income is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

JPMorgan UK Small Cap Growth & Income beats Fidelity European Trust on 10 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£417.62M£1.44B£6.33B£2.58B
Dividend Yield4.52%4.58%4.31%5.30%
P/E Ratio725.644,692.631,765.995,377.24
Price / Sales9.311,977.681,361.3796,655.48
Price / CashN/A60.6248.9827.93
Price / Book0.801.363.427.69
Net Income£104.47M£265.04M£1.23B£5.89B
7 Day Performance2.05%0.75%0.40%1.59%
1 Month Performance-1.55%1.14%1.62%55.83%
1 Year Performance-3.28%8.99%26.71%150.88%

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 324
+0.6%
N/AN/A£417.62M£44.86M725.64N/A
FEV
Fidelity European Trust
N/AGBX 404.50
flat
N/A+7.7%£1.64B£18.78M15,380.23N/AEarnings Report
High Trading Volume
PNL
Personal Assets
N/AGBX 523
+0.2%
N/A+7.1%£1.63B£123.08M1,513.42N/A
N91
Ninety One Group
1.0726 of 5 stars
GBX 189.50
+0.9%
GBX 190
+0.3%
+20.6%£1.63B£700M1,101.741,180Gap Up
High Trading Volume
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
WWH
Worldwide Healthcare
N/AGBX 339.90
+0.3%
N/A-4.9%£1.52B-£205.14M-841.35N/APositive News
High Trading Volume
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16M-204.6720,100
PIN
Pantheon International
N/AGBX 335
+0.9%
N/A+8.8%£1.49B£4.38M-23,103.45455High Trading Volume
FCSS
Fidelity China Special
N/AGBX 302.50
+1.2%
N/A+76.4%£1.48B£339.93M458.82N/APositive News
Gap Up
High Trading Volume
BHMG
BH Macro GBP
N/AGBX 391
-0.1%
N/A+9.1%£1.39B£152.48M2,555.71N/A

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This page (LON:JUGI) was last updated on 9/9/2025 by MarketBeat.com Staff
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