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JPMorgan US Smaller Companies (JUSC) Competitors

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GBX 433.50 +6.75 (+1.58%)
As of 07/24/2026 11:54 AM Eastern

JUSC vs. USA, APEO, EWI, RICA, and ICGT

Should you buy JPMorgan US Smaller Companies stock or one of its competitors? MarketBeat compares JPMorgan US Smaller Companies 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 US Smaller Companies include Baillie Gifford US Growth (USA), abrdn Private Equity Opportunities (APEO), Edinburgh Worldwide (EWI), Ruffer Investment (RICA), and ICG Enterprise Trust (ICGT). These companies are all part of the "asset management" industry.

How does JPMorgan US Smaller Companies compare to Baillie Gifford US Growth?

Baillie Gifford US Growth (LON:USA) and JPMorgan US Smaller Companies (LON:JUSC) are both small-cap financial services companies, but which is the better stock? We will compare the two companies based on the strength of their risk, media sentiment, dividends, institutional ownership, earnings, analyst recommendations, profitability and valuation.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to Baillie Gifford US Growth's net margin of 88.83%. Baillie Gifford US Growth's return on equity of 7.17% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Baillie Gifford US Growth88.83% 7.17% N/A
JPMorgan US Smaller Companies 109.83%-14.73%3.11%

5.8% of Baillie Gifford US Growth shares are held by institutional investors. Comparatively, 12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. 0.2% of Baillie Gifford US Growth shares are held by company insiders. Comparatively, 0.8% of JPMorgan US Smaller Companies 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.

Baillie Gifford US Growth has higher revenue and earnings than JPMorgan US Smaller Companies. JPMorgan US Smaller Companies is trading at a lower price-to-earnings ratio than Baillie Gifford US Growth, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Baillie Gifford US Growth£58.05M14.56£84.35M£19.8115.42
JPMorgan US Smaller Companies-£33.89M-6.47£11.79M-£60.38N/A

In the previous week, Baillie Gifford US Growth's average media sentiment score of 0.00 equaled JPMorgan US Smaller Companies'average media sentiment score.

Company Overall Sentiment
Baillie Gifford US Growth Neutral
JPMorgan US Smaller Companies Neutral

Baillie Gifford US Growth has a beta of 0.6872167, suggesting that its stock price is 31% less volatile than the broader market. Comparatively, JPMorgan US Smaller Companies has a beta of 1.1999174, suggesting that its stock price is 20% more volatile than the broader market.

Summary

Baillie Gifford US Growth beats JPMorgan US Smaller Companies on 6 of the 11 factors compared between the two stocks.

How does JPMorgan US Smaller Companies compare to abrdn Private Equity Opportunities?

JPMorgan US Smaller Companies (LON:JUSC) and abrdn Private Equity Opportunities (LON:APEO) are both small-cap financial services companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, institutional ownership, valuation, profitability, analyst recommendations, earnings, media sentiment and risk.

12.9% of JPMorgan US Smaller Companies shares are owned by institutional investors. Comparatively, 72.2% of abrdn Private Equity Opportunities shares are owned by institutional investors. 0.8% of JPMorgan US Smaller Companies shares are owned by insiders. Comparatively, 3.7% of abrdn Private Equity Opportunities 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.

In the previous week, JPMorgan US Smaller Companies' average media sentiment score of 0.00 equaled abrdn Private Equity Opportunities'average media sentiment score.

Company Overall Sentiment
JPMorgan US Smaller Companies Neutral
abrdn Private Equity Opportunities Neutral

abrdn Private Equity Opportunities has higher revenue and earnings than JPMorgan US Smaller Companies. JPMorgan US Smaller Companies is trading at a lower price-to-earnings ratio than abrdn Private Equity Opportunities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan US Smaller Companies-£33.89M-6.47£11.79M-£60.38N/A
abrdn Private Equity Opportunities£80.21M0.00£60.96M£0.40N/A

JPMorgan US Smaller Companies has a beta of 1.1999174, suggesting that its stock price is 20% more volatile than the broader market. Comparatively, abrdn Private Equity Opportunities has a beta of 0.78, suggesting that its stock price is 22% less volatile than the broader market.

JPMorgan US Smaller Companies pays an annual dividend of GBX 3.10 per share and has a dividend yield of 0.7%. abrdn Private Equity Opportunities pays an annual dividend of GBX 17 per share. JPMorgan US Smaller Companies pays out -5.1% of its earnings in the form of a dividend. abrdn Private Equity Opportunities pays out 4,250.0% 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 US Smaller Companies is clearly the better dividend stock, given its higher yield and lower payout ratio.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to abrdn Private Equity Opportunities' net margin of 76.01%. abrdn Private Equity Opportunities' return on equity of 5.18% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan US Smaller Companies109.83% -14.73% 3.11%
abrdn Private Equity Opportunities 76.01%5.18%3.35%

Summary

abrdn Private Equity Opportunities beats JPMorgan US Smaller Companies on 8 of the 12 factors compared between the two stocks.

How does JPMorgan US Smaller Companies compare to Edinburgh Worldwide?

Edinburgh Worldwide (LON:EWI) and JPMorgan US Smaller Companies (LON:JUSC) are both small-cap financial services companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, media sentiment, valuation, risk, profitability, analyst recommendations, earnings and institutional ownership.

Edinburgh Worldwide has a beta of 1.09775, meaning that its stock price is 10% more volatile than the broader market. Comparatively, JPMorgan US Smaller Companies has a beta of 1.1999174, meaning that its stock price is 20% more volatile than the broader market.

Edinburgh Worldwide has higher revenue and earnings than JPMorgan US Smaller Companies. JPMorgan US Smaller Companies is trading at a lower price-to-earnings ratio than Edinburgh Worldwide, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Edinburgh Worldwide£263.11M3.18£70.29M£72.273.35
JPMorgan US Smaller Companies-£33.89M-6.47£11.79M-£60.38N/A

4.9% of Edinburgh Worldwide shares are held by institutional investors. Comparatively, 12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. 0.5% of Edinburgh Worldwide shares are held by company insiders. Comparatively, 0.8% of JPMorgan US Smaller Companies shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Edinburgh Worldwide has a net margin of 116.28% compared to JPMorgan US Smaller Companies' net margin of 109.83%. Edinburgh Worldwide's return on equity of 32.46% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Edinburgh Worldwide116.28% 32.46% -6.45%
JPMorgan US Smaller Companies 109.83%-14.73%3.11%

In the previous week, Edinburgh Worldwide's average media sentiment score of 0.00 equaled JPMorgan US Smaller Companies'average media sentiment score.

Company Overall Sentiment
Edinburgh Worldwide Neutral
JPMorgan US Smaller Companies Neutral

Summary

Edinburgh Worldwide beats JPMorgan US Smaller Companies on 7 of the 11 factors compared between the two stocks.

How does JPMorgan US Smaller Companies compare to Ruffer Investment?

Ruffer Investment (LON:RICA) and JPMorgan US Smaller Companies (LON:JUSC) are both small-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, media sentiment, profitability, dividends, analyst recommendations, institutional ownership, earnings and risk.

Ruffer Investment has a beta of 0.201, suggesting that its stock price is 80% less volatile than the broader market. Comparatively, JPMorgan US Smaller Companies has a beta of 1.1999174, suggesting that its stock price is 20% more volatile than the broader market.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to Ruffer Investment's net margin of 62.53%. Ruffer Investment's return on equity of 4.37% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Ruffer Investment62.53% 4.37% 0.45%
JPMorgan US Smaller Companies 109.83%-14.73%3.11%

In the previous week, Ruffer Investment's average media sentiment score of 0.67 beat JPMorgan US Smaller Companies' score of 0.00 indicating that Ruffer Investment is being referred to more favorably in the media.

Company Overall Sentiment
Ruffer Investment Positive
JPMorgan US Smaller Companies Neutral

7.7% of Ruffer Investment shares are held by institutional investors. Comparatively, 12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. 0.4% of Ruffer Investment shares are held by insiders. Comparatively, 0.8% of JPMorgan US Smaller Companies shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Ruffer Investment pays an annual dividend of GBX 6.20 per share and has a dividend yield of 2.1%. JPMorgan US Smaller Companies pays an annual dividend of GBX 3.10 per share and has a dividend yield of 0.7%. Ruffer Investment pays out 21.9% of its earnings in the form of a dividend. JPMorgan US Smaller Companies pays out -5.1% 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 US Smaller Companies has lower revenue, but higher earnings than Ruffer Investment. JPMorgan US Smaller Companies is trading at a lower price-to-earnings ratio than Ruffer Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ruffer Investment£91.91M9.44£8.78M£28.3510.38
JPMorgan US Smaller Companies-£33.89M-6.47£11.79M-£60.38N/A

Summary

Ruffer Investment and JPMorgan US Smaller Companies tied by winning 7 of the 14 factors compared between the two stocks.

How does JPMorgan US Smaller Companies compare to ICG Enterprise Trust?

JPMorgan US Smaller Companies (LON:JUSC) and ICG Enterprise Trust (LON:ICGT) are both small-cap financial services companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, media sentiment, risk, profitability, institutional ownership, analyst recommendations, earnings and valuation.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
JPMorgan US Smaller Companies
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
ICG Enterprise Trust
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

JPMorgan US Smaller Companies has a beta of 1.1999174, indicating that its stock price is 20% more volatile than the broader market. Comparatively, ICG Enterprise Trust has a beta of 1.0585965, indicating that its stock price is 6% more volatile than the broader market.

ICG Enterprise Trust has higher revenue and earnings than JPMorgan US Smaller Companies. ICG Enterprise Trust is trading at a lower price-to-earnings ratio than JPMorgan US Smaller Companies, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan US Smaller Companies-£33.89M-6.47£11.79M-£60.38N/A
ICG Enterprise Trust£2.98M284.91£32.56M-£13.35N/A

JPMorgan US Smaller Companies pays an annual dividend of GBX 3.10 per share and has a dividend yield of 0.7%. ICG Enterprise Trust pays an annual dividend of GBX 37 per share and has a dividend yield of 2.7%. JPMorgan US Smaller Companies pays out -5.1% of its earnings in the form of a dividend. ICG Enterprise Trust pays out -277.2% 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. ICG Enterprise Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to ICG Enterprise Trust's net margin of -52.20%. ICG Enterprise Trust's return on equity of -0.66% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan US Smaller Companies109.83% -14.73% 3.11%
ICG Enterprise Trust -52.20%-0.66%0.78%

In the previous week, JPMorgan US Smaller Companies' average media sentiment score of 0.00 equaled ICG Enterprise Trust'saverage media sentiment score.

Company Overall Sentiment
JPMorgan US Smaller Companies Neutral
ICG Enterprise Trust Neutral

12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. Comparatively, 18.6% of ICG Enterprise Trust shares are held by institutional investors. 0.8% of JPMorgan US Smaller Companies shares are held by company insiders. Comparatively, 0.8% of ICG Enterprise Trust shares are held by company 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.

Summary

ICG Enterprise Trust beats JPMorgan US Smaller Companies on 10 of the 14 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 JUSC 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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JUSC vs. The Competition

MetricJPMorgan US Smaller CompaniesAsset Management IndustryFinancial SectorLON Exchange
Market Cap£217.22M£2.54B£5.54B£2.64B
Dividend Yield0.74%6.05%5.27%6.15%
P/E Ratio-7.1861.3429.41368.39
Price / Sales-6.471,784.801,138.5384,479.14
Price / Cash37.0860.50114.0027.89
Price / Book1.011.306.687.41
Net Income£11.79M£265.96M£1.13B£5.89B
7 Day Performance-0.80%-0.68%-0.46%0.39%
1 Month Performance-0.57%-0.58%-0.18%0.27%
1 Year Performance6.25%6.32%13.15%68.12%

JPMorgan US Smaller Companies Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUSC
JPMorgan US Smaller Companies
N/AGBX 433.50
+1.6%
N/A+6.3%£217.22M-£33.89MN/AN/A
USA
Baillie Gifford US Growth
N/AGBX 319
+0.6%
N/A+15.1%£882.75M£58.05M16.10N/A
APEO
abrdn Private Equity Opportunities
N/AN/AN/AN/A£880.29M£80.21M1,435.00N/A
EWI
Edinburgh Worldwide
N/AGBX 253.52
+2.0%
N/A+28.6%£876.87M£263.11M3.51N/A
RICA
Ruffer Investment
N/AGBX 293.50
-0.7%
N/A+3.2%£865.72M£91.91M10.35N/A

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This page (LON:JUSC) was last updated on 7/26/2026 by MarketBeat.com Staff.
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