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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 346 -2.50 (-0.72%)
As of 12:39 PM Eastern
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JUGI vs. WTAN, BRW, SSON, FSV, and SNN

Should you buy JPMorgan UK Small Cap Growth & Income stock or one of its competitors? JPMorgan UK Small Cap Growth & Income's main competitors and comparable companies include Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Smithson Investment Trust (SSON), Fidelity Investment Trust - Fidelity Special Values (FSV), and Sanne Group (SNN). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does JPMorgan UK Small Cap Growth & Income compare to Witan Investment Trust?

Witan Investment Trust (LON:WTAN) and JPMorgan UK Small Cap Growth & Income (LON:JUGI) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, media sentiment, institutional ownership, valuation, earnings, risk, profitability and dividends.

Witan Investment Trust has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. Witan Investment 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
Witan Investment Trust£246.38M0.00£220.34M£0.36N/A
JPMorgan UK Small Cap Growth & Income£56.59M7.38£104.47M£41.968.25

8.5% of Witan Investment Trust shares are held by institutional investors. Comparatively, 7.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. 8.2% of Witan Investment Trust shares are held by company insiders. Comparatively, 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by company 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.

Witan Investment Trust pays an annual dividend of GBX 6 per share. JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.3%. Witan Investment Trust pays out 1,666.7% 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 35.2% 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.

In the previous week, Witan Investment Trust's average media sentiment score of 0.00 equaled JPMorgan UK Small Cap Growth & Income'saverage media sentiment score.

Company Overall Sentiment
Witan Investment Trust Neutral
JPMorgan UK Small Cap Growth & Income Neutral

Witan Investment Trust has a beta of 0.7, indicating that its share price is 30% less volatile than the broader market. Comparatively, JPMorgan UK Small Cap Growth & Income has a beta of 1.75, indicating that its share price is 75% more volatile than the broader market.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Witan Investment Trust's net margin of 89.43%. Witan Investment Trust's return on equity of 13.68% beat JPMorgan UK Small Cap Growth & Income's return on equity.

Company Net Margins Return on Equity Return on Assets
Witan Investment Trust89.43% 13.68% 7.95%
JPMorgan UK Small Cap Growth & Income 89.79%11.87%15.14%

Summary

Witan Investment Trust and JPMorgan UK Small Cap Growth & Income tied by winning 6 of the 12 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Brewin Dolphin?

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and Brewin Dolphin (LON:BRW) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, risk, profitability, analyst recommendations, institutional ownership and media sentiment.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.3%. Brewin Dolphin pays an annual dividend of GBX 0.16 per share. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. Brewin Dolphin pays out 92.4% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Brewin Dolphin's net margin of 0.00%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat Brewin Dolphin's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Brewin Dolphin N/A N/A N/A

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

JPMorgan UK Small Cap Growth & Income has higher earnings, but lower revenue than Brewin Dolphin. Brewin Dolphin 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£56.59M7.38£104.47M£41.968.25
Brewin Dolphin£415.46M0.00N/A£0.17N/A

In the previous week, JPMorgan UK Small Cap Growth & Income's average media sentiment score of 0.00 equaled Brewin Dolphin'saverage media sentiment score.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Brewin Dolphin Neutral

Summary

JPMorgan UK Small Cap Growth & Income beats Brewin Dolphin on 8 of the 10 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Smithson Investment Trust?

Smithson Investment Trust (LON:SSON) and JPMorgan UK Small Cap Growth & Income (LON:JUGI) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, risk, analyst recommendations, profitability, valuation, dividends, institutional ownership and earnings.

5.0% of Smithson Investment Trust shares are owned by institutional investors. Comparatively, 7.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. 0.0% of Smithson Investment Trust shares are owned by insiders. Comparatively, 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Smithson Investment Trust pays an annual dividend of GBX 0.58 per share and has a dividend yield of 0.0%. JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.3%. Smithson Investment Trust pays out -1.1% of its earnings in the form of a dividend. JPMorgan UK Small Cap Growth & Income pays out 35.2% 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.

JPMorgan UK Small Cap Growth & Income has higher revenue and earnings than Smithson Investment Trust. Smithson Investment 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
Smithson Investment Trust-£58.23M-26.53-£42.74M-£53.80N/A
JPMorgan UK Small Cap Growth & Income£56.59M7.38£104.47M£41.968.25

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Smithson Investment Trust's net margin of -34.17%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat Smithson Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Smithson Investment Trust-34.17% -3.46% N/A
JPMorgan UK Small Cap Growth & Income 89.79%11.87%15.14%

In the previous week, Smithson Investment Trust's average media sentiment score of 0.00 equaled JPMorgan UK Small Cap Growth & Income'saverage media sentiment score.

Company Overall Sentiment
Smithson Investment Trust Neutral
JPMorgan UK Small Cap Growth & Income Neutral

Summary

JPMorgan UK Small Cap Growth & Income beats Smithson Investment Trust on 11 of the 12 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Fidelity Investment Trust - Fidelity Special Values?

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, institutional ownership, media sentiment, earnings, dividends, risk and analyst recommendations.

In the previous week, Fidelity Investment Trust - Fidelity Special Values had 1 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 1 mentions for Fidelity Investment Trust - Fidelity Special Values and 0 mentions for JPMorgan UK Small Cap Growth & Income. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.76 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Fidelity Investment Trust - Fidelity Special Values Very Positive

Fidelity Investment Trust - Fidelity Special Values has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. Fidelity Investment Trust - Fidelity Special Values 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£56.59M7.38£104.47M£41.968.25
Fidelity Investment Trust - Fidelity Special Values£354.63M4.21£223.72M£109.344.21

7.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by company insiders. Comparatively, 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to JPMorgan UK Small Cap Growth & Income's net margin of 89.79%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% 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 & Income89.79% 11.87% 15.14%
Fidelity Investment Trust - Fidelity Special Values 95.92%25.87%0.33%

JPMorgan UK Small Cap Growth & Income has a beta of 1.75, indicating that its share price is 75% more volatile than the broader market. Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.277, indicating that its share price is 28% more volatile than the broader market.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.3%. Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% 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

Fidelity Investment Trust - Fidelity Special Values beats JPMorgan UK Small Cap Growth & Income on 10 of the 15 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Sanne Group?

Sanne Group (LON:SNN) and JPMorgan UK Small Cap Growth & Income (LON:JUGI) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, earnings, dividends, institutional ownership, risk, profitability, valuation and media sentiment.

JPMorgan UK Small Cap Growth & Income has lower revenue, but higher earnings than Sanne Group. Sanne Group 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
Sanne Group£194.16M0.00N/A-£4.50N/A
JPMorgan UK Small Cap Growth & Income£56.59M7.38£104.47M£41.968.25

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Sanne Group's net margin of 0.00%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat Sanne Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Sanne GroupN/A N/A N/A
JPMorgan UK Small Cap Growth & Income 89.79%11.87%15.14%

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

In the previous week, Sanne Group's average media sentiment score of 0.00 equaled JPMorgan UK Small Cap Growth & Income'saverage media sentiment score.

Company Overall Sentiment
Sanne Group Neutral
JPMorgan UK Small Cap Growth & Income Neutral

Sanne Group pays an annual dividend of GBX 0.10 per share. JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.3%. Sanne Group pays out -2.2% of its earnings in the form of a dividend. JPMorgan UK Small Cap Growth & Income pays out 35.2% 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.

Summary

JPMorgan UK Small Cap Growth & Income beats Sanne Group on 8 of the 10 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

Export
MetricJPMorgan UK Small Cap Growth & IncomeCapital Markets IndustryFinance SectorLON Exchange
Market Cap£417.71M£5.31B£13.61B£2.89B
Dividend Yield4.39%7.49%5.94%6.22%
P/E Ratio8.2529.9125.24366.53
Price / Sales7.381,255.10516.4290,302.38
Price / CashN/A47.8746.7827.89
Price / Book0.863.522.726.34
Net Income£104.47M£417.39M£1.31B£5.89B
7 Day Performance3.74%1.08%0.31%0.61%
1 Month Performance-3.08%-1.55%-0.53%-0.16%
1 Year Performance7.79%4.67%8.85%19.33%

JPMorgan UK Small Cap Growth & Income Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUGI
JPMorgan UK Small Cap Growth & Income
N/AGBX 346
-0.7%		N/A+8.2%£417.71M£56.59M8.25N/A
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
SSON
Smithson Investment Trust
N/AGBX 1,438
flat		N/AN/A£1.54B-£58.23MN/AN/A
FSV
Fidelity Investment Trust - Fidelity Special Values
N/AGBX 464.30
+0.9%		N/A+20.8%£1.51B£354.63M4.2525,000

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This page (LON:JUGI) was last updated on 9/23/2026 by MarketBeat.com Staff.
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