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The Baillie Gifford Japan Trust (BGFD) Competitors

The Baillie Gifford Japan Trust logo
GBX 835.26 +0.26 (+0.03%)
As of 08/1/2025 12:31 PM Eastern

BGFD vs. JGGI, RCP, BPT, BUR, MNKS, HVPE, CTY, HGT, HICL, and EMG

Should you be buying The Baillie Gifford Japan Trust stock or one of its competitors? The main competitors of The Baillie Gifford Japan Trust include JPMorgan Global Growth & Income (JGGI), RIT Capital Partners (RCP), Bridgepoint Group (BPT), Burford Capital (BUR), Monks (MNKS), HarbourVest Global Private Equity (HVPE), City of London (CTY), HgCapital Trust (HGT), HICL Infrastructure (HICL), and Man Group (EMG). These companies are all part of the "asset management" industry.

The Baillie Gifford Japan Trust vs. Its Competitors

The Baillie Gifford Japan Trust (LON:BGFD) and JPMorgan Global Growth & Income (LON:JGGI) are both financial services companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, media sentiment, earnings, analyst recommendations, dividends, institutional ownership, valuation and risk.

The Baillie Gifford Japan Trust has a beta of 0.73, meaning that its share price is 27% less volatile than the S&P 500. Comparatively, JPMorgan Global Growth & Income has a beta of 0.61, meaning that its share price is 39% less volatile than the S&P 500.

61.7% of The Baillie Gifford Japan Trust shares are held by institutional investors. Comparatively, 14.9% of JPMorgan Global Growth & Income shares are held by institutional investors. 1.5% of The Baillie Gifford Japan Trust shares are held by company insiders. Comparatively, 7.9% of JPMorgan Global Growth & Income shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

JPMorgan Global Growth & Income has higher revenue and earnings than The Baillie Gifford Japan Trust. JPMorgan Global Growth & Income is trading at a lower price-to-earnings ratio than The Baillie Gifford Japan Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Baillie Gifford Japan Trust£69.20M11.02£65.49M£72.1211.58
JPMorgan Global Growth & Income£660.56M4.40£625.87M£121.354.65

In the previous week, The Baillie Gifford Japan Trust had 4 more articles in the media than JPMorgan Global Growth & Income. MarketBeat recorded 4 mentions for The Baillie Gifford Japan Trust and 0 mentions for JPMorgan Global Growth & Income. The Baillie Gifford Japan Trust's average media sentiment score of 1.84 beat JPMorgan Global Growth & Income's score of 0.76 indicating that The Baillie Gifford Japan Trust is being referred to more favorably in the media.

Company Overall Sentiment
The Baillie Gifford Japan Trust Very Positive
JPMorgan Global Growth & Income Positive

The Baillie Gifford Japan Trust pays an annual dividend of GBX 10 per share and has a dividend yield of 1.2%. JPMorgan Global Growth & Income pays an annual dividend of GBX 23 per share and has a dividend yield of 4.1%. The Baillie Gifford Japan Trust pays out 13.9% of its earnings in the form of a dividend. JPMorgan Global Growth & Income pays out 19.0% 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 Global Growth & Income has a net margin of 94.75% compared to The Baillie Gifford Japan Trust's net margin of 94.64%. JPMorgan Global Growth & Income's return on equity of 22.97% beat The Baillie Gifford Japan Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
The Baillie Gifford Japan Trust94.64% 8.49% 0.31%
JPMorgan Global Growth & Income 94.75%22.97%10.62%

Summary

JPMorgan Global Growth & Income beats The Baillie Gifford Japan Trust on 8 of the 15 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 BGFD 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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BGFD vs. The Competition

MetricThe Baillie Gifford Japan TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£762.38M£1.29B£6.31B£3.03B
Dividend Yield1.30%4.40%4.19%5.02%
P/E Ratio11.5822.3714.04176.75
Price / Sales11.022,540.331,848.52264,362.45
Price / Cash63.5660.70127.5327.97
Price / Book0.991.452.244.53
Net Income£65.49M£265.04M£1.23B£5.90B
7 Day Performance-1.39%-0.46%6.06%12.58%
1 Month Performance3.12%0.52%1.81%6.10%
1 Year Performance19.66%6.39%19.31%71.60%

The Baillie Gifford Japan Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BGFD
The Baillie Gifford Japan Trust
N/AGBX 835.26
+0.0%
N/A+11.1%£762.38M£69.20M11.58N/APositive News
Insider Trade
JGGI
JPMorgan Global Growth & Income
N/AGBX 577
+0.9%
N/A-0.5%£2.98B£660.56M4.75N/APositive News
RCP
RIT Capital Partners
N/AGBX 1,950
+2.1%
N/A+0.3%£2.81B£103.46M16.8662News Coverage
Positive News
BPT
Bridgepoint Group
1.3554 of 5 stars
GBX 325.56
+0.9%
GBX 371
+14.0%
+10.8%£2.69B£272.35M59.14391
BUR
Burford Capital
2.7472 of 5 stars
GBX 961.50
-3.4%
GBX 1,600
+66.4%
-12.5%£2.65B£299.55M17.20140
MNKS
Monks
N/AGBX 1,362
+0.7%
N/A+13.9%£2.62B£610.03M4.42N/AHigh Trading Volume
HVPE
HarbourVest Global Private Equity
N/AGBX 2,710
-0.9%
N/A+1.7%£2.50B£32.28M254.83N/A
CTY
City of London
N/AGBX 496
+0.7%
N/A+11.9%£2.45B£307.08M8.35N/ADividend Announcement
HGT
HgCapital Trust
N/AGBX 522
+1.6%
N/A-6.8%£2.42B£312.64M8.63N/APositive News
HICL
HICL Infrastructure
N/AGBX 120.61
-0.3%
N/A-6.5%£2.40B£105.30M23.66N/A
EMG
Man Group
2.661 of 5 stars
GBX 164.90
-3.9%
GBX 220.80
+33.9%
-30.9%£2.38B£1.69B7.781,790News Coverage
Analyst Forecast
Gap Down

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This page (LON:BGFD) was last updated on 8/2/2025 by MarketBeat.com Staff
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