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.
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.
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.
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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JPMorgan UK Small Cap Growth & Income Competitors List
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This page (LON:JUGI) was last updated on 9/9/2025 by MarketBeat.com Staff