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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 323 +0.50 (+0.16%)
As of 11:52 AM Eastern
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JUGI vs. HGT, WTAN, BRW, LWDB, and SSON

Should you buy JPMorgan UK Small Cap Growth & Income stock or one of its competitors? MarketBeat compares JPMorgan UK Small Cap Growth & Income with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with JPMorgan UK Small Cap Growth & Income include HgCapital Trust (HGT), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Law Debenture (LWDB), and Smithson Investment Trust (SSON). These companies are all part of the "asset management" industry.

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

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and HgCapital Trust (LON:HGT) 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 analyst recommendations, institutional ownership, dividends, risk, valuation, profitability, earnings 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 4.6%. HgCapital Trust pays an annual dividend of GBX 5.50 per share and has a dividend yield of 1.6%. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. HgCapital Trust pays out 25.6% 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.

HgCapital Trust 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 HgCapital Trust, 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£56.59M7.10£104.47M£41.967.70
HgCapital Trust£109.29M14.09£284.58M£21.4915.82

6.8% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 18.1% of HgCapital Trust 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 HgCapital 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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
JPMorgan UK Small Cap Growth & Income
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
HgCapital Trust
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, HgCapital Trust had 3 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 3 mentions for HgCapital Trust and 0 mentions for JPMorgan UK Small Cap Growth & Income. HgCapital Trust's average media sentiment score of 1.28 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that HgCapital Trust is being referred to more favorably in the news media.

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

JPMorgan UK Small Cap Growth & Income has a beta of 1.7801787, indicating that its stock price is 78% more volatile than the broader market. Comparatively, HgCapital Trust has a beta of 0.40277174, indicating that its stock price is 60% less volatile than the broader market.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to HgCapital Trust's net margin of 88.67%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat HgCapital Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
HgCapital Trust 88.67%3.90%6.88%

Summary

HgCapital Trust beats JPMorgan UK Small Cap Growth & Income on 10 of the 16 factors compared between the two stocks.

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

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

JPMorgan UK Small Cap Growth & Income has a beta of 1.7801787, indicating that its share price is 78% more volatile than the broader market. Comparatively, Witan Investment Trust has a beta of 0.7, indicating that its share price is 30% less volatile than the broader market.

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

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

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
JPMorgan UK Small Cap Growth & Income£56.59M7.10£104.47M£41.967.70
Witan Investment Trust£246.38M0.00£220.34M£0.36N/A

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
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Witan Investment Trust 89.43%13.68%7.95%

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.6%. Witan Investment Trust pays an annual dividend of GBX 6 per share. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

6.8% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. Comparatively, 8.5% of Witan Investment Trust shares are owned by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Comparatively, 8.2% of Witan Investment Trust shares are owned by 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.

Summary

JPMorgan UK Small Cap Growth & Income and Witan Investment Trust 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 asset management industry companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, risk, dividends, analyst recommendations, institutional ownership, media sentiment, profitability and earnings.

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£56.59M7.10£104.47M£41.967.70
Brewin Dolphin£415.46M0.00N/A£0.17N/A

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.6%. 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

6.8% 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 will outperform the market over the long term.

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 Law Debenture?

Law Debenture (LON:LWDB) and JPMorgan UK Small Cap Growth & Income (LON:JUGI) 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 profitability, institutional ownership, risk, valuation, media sentiment, analyst recommendations, dividends and earnings.

Law Debenture has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. Law Debenture 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
Law Debenture£366.00M4.26£142.39M£229.505.10
JPMorgan UK Small Cap Growth & Income£56.59M7.10£104.47M£41.967.70

Law Debenture has a beta of 0.71, suggesting that its stock price is 29% less volatile than the broader market. Comparatively, JPMorgan UK Small Cap Growth & Income has a beta of 1.7801787, suggesting that its stock price is 78% more volatile than the broader market.

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

Company Overall Sentiment
Law Debenture Neutral
JPMorgan UK Small Cap Growth & Income Neutral

6.4% of Law Debenture shares are owned by institutional investors. Comparatively, 6.8% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. 0.7% of Law Debenture shares are owned by company insiders. Comparatively, 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Law Debenture's net margin of 81.41%. Law Debenture's return on equity of 26.88% beat JPMorgan UK Small Cap Growth & Income's return on equity.

Company Net Margins Return on Equity Return on Assets
Law Debenture81.41% 26.88% 8.76%
JPMorgan UK Small Cap Growth & Income 89.79%11.87%15.14%

Law Debenture pays an annual dividend of GBX 34.63 per share and has a dividend yield of 3.0%. JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.6%. Law Debenture pays out 15.1% 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.

Summary

JPMorgan UK Small Cap Growth & Income beats Law Debenture on 7 of the 13 factors compared between the two stocks.

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

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

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

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

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.6%. 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 out 35.2% of its earnings in the form of a dividend. Smithson Investment Trust pays out -1.1% 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 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
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Smithson Investment Trust -34.17%-3.46%N/A

6.8% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 5.0% of Smithson Investment Trust shares are held by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by insiders. Comparatively, 0.0% of Smithson Investment Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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
JPMorgan UK Small Cap Growth & Income£56.59M7.10£104.47M£41.967.70
Smithson Investment Trust-£58.23M-26.53-£42.74M-£53.80N/A

Summary

JPMorgan UK Small Cap Growth & Income beats Smithson Investment Trust on 11 of the 12 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

Export
MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£399.97M£2.31B£5.79B£2.90B
Dividend Yield4.50%5.97%5.25%6.17%
P/E Ratio7.7025.1415.92365.16
Price / Sales7.102,010.87989.7787,648.92
Price / CashN/A60.1789.1827.89
Price / Book0.801.356.527.62
Net Income£104.47M£265.53M£1.15B£5.89B
7 Day PerformanceN/A-0.74%-0.20%0.11%
1 Month Performance4.96%0.56%0.42%0.27%
1 Year Performance1.25%11.73%18.42%83.47%

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 323
+0.2%		N/A+0.3%£399.97M£56.59M7.70N/A
HGT
HgCapital Trust
1.6895 of 5 stars		GBX 351
-3.8%		N/A-33.5%£1.59B£109.29M16.33N/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
LWDB
Law Debenture
N/AGBX 1,164
-0.9%		N/A+24.5%£1.55B£366.00M5.07260

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This page (LON:JUGI) was last updated on 5/19/2026 by MarketBeat.com Staff.
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