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JPMorgan US Smaller Companies (JUSC) Competitors

JPMorgan US Smaller Companies logo
GBX 420
+5.00 (+1.20%)
(As of 11:49 AM ET)

JUSC vs. AGT, FCSS, CGT, FSV, N91, JPE, IEM, RICA, BBGI, and SAIN

Should you be buying JPMorgan US Smaller Companies stock or one of its competitors? The main competitors of JPMorgan US Smaller Companies include AVI Global Trust (AGT), Fidelity China Special (FCSS), Capital Gearing (CGT), Fidelity Investment Trust - Fidelity Special Values (FSV), Ninety One Group (N91), JPMorgan Elect plc ­- Managed Growth (JPE), Impax Environmental Markets (IEM), Ruffer Investment (RICA), BBGI Global Infrastructure (BBGI), and Scottish American Investment (SAIN). These companies are all part of the "asset management" industry.

JPMorgan US Smaller Companies vs.

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

AVI Global Trust has a net margin of 97.65% compared to JPMorgan US Smaller Companies' net margin of 71.91%. AVI Global Trust's return on equity of 13.41% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan US Smaller Companies71.91% 4.52% 3.11%
AVI Global Trust 97.65%13.41%7.00%

In the previous week, JPMorgan US Smaller Companies had 2 more articles in the media than AVI Global Trust. MarketBeat recorded 3 mentions for JPMorgan US Smaller Companies and 1 mentions for AVI Global Trust. AVI Global Trust's average media sentiment score of 1.66 beat JPMorgan US Smaller Companies' score of -0.58 indicating that AVI Global Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
JPMorgan US Smaller Companies
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Negative
AVI Global Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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)
N/A
AVI Global Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

JPMorgan US Smaller Companies received 85 more outperform votes than AVI Global Trust when rated by MarketBeat users. However, 66.67% of users gave AVI Global Trust an outperform vote while only 64.63% of users gave JPMorgan US Smaller Companies an outperform vote.

CompanyUnderperformOutperform
JPMorgan US Smaller CompaniesOutperform Votes
95
64.63%
Underperform Votes
52
35.37%
AVI Global TrustOutperform Votes
10
66.67%
Underperform Votes
5
33.33%

JPMorgan US Smaller Companies pays an annual dividend of GBX 3 per share and has a dividend yield of 0.7%. AVI Global Trust pays an annual dividend of GBX 4 per share and has a dividend yield of 1.7%. JPMorgan US Smaller Companies pays out 1,578.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. AVI Global Trust pays out 1,428.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. AVI Global Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

27.1% of JPMorgan US Smaller Companies shares are owned by institutional investors. Comparatively, 34.4% of AVI Global Trust shares are owned by institutional investors. 23.4% of JPMorgan US Smaller Companies shares are owned by insiders. Comparatively, 4.6% of AVI Global Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

AVI Global Trust has higher revenue and earnings than JPMorgan US Smaller Companies. AVI Global 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£17.06M15.16£12.27M£0.192,210.53
AVI Global Trust£137.36M7.56£134.14M£0.28821.43

JPMorgan US Smaller Companies has a beta of 1.15, suggesting that its stock price is 15% more volatile than the S&P 500. Comparatively, AVI Global Trust has a beta of 0.78, suggesting that its stock price is 22% less volatile than the S&P 500.

Summary

AVI Global Trust beats JPMorgan US Smaller Companies on 11 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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£258.59M£772.64M£3.15B£1.40B
Dividend Yield0.72%13.41%4.61%11.78%
P/E Ratio2,210.53748.47431.221,561.46
Price / Sales15.1613,623.012,979.53209,782.91
Price / Cash37.0879.1148.0032.90
Price / Book0.951.692.272.85
Net Income£12.27M£57.11M£394.92M£153.09M
7 Day Performance-1.64%0.03%6.24%4.74%
1 Month Performance1.45%-0.85%0.02%3.34%
1 Year Performance27.08%11.99%16.32%106.65%

JPMorgan US Smaller Companies Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUSC
JPMorgan US Smaller Companies
N/AGBX 420
+1.2%
N/A+25.6%£258.59M£17.06M2,210.53N/A
AGT
AVI Global Trust
N/AGBX 227.80
-0.7%
N/A+15.0%£1.03B£137.36M813.57N/A
FCSS
Fidelity China Special
N/AGBX 212.35
-0.5%
N/A+3.4%£1.01BN/A4,246.92N/APositive News
CGT
Capital Gearing
N/AGBX 4,724.46
-0.1%
N/A+6.1%£1.01B£-9,860,000.00-7,499.14N/A
FSV
Fidelity Investment Trust - Fidelity Special Values
N/AGBX 309.30
-0.7%
N/AN/A£1.00B£11.88M-30,930.2025,000
N91
Ninety One Group
0.1988 of 5 stars
GBX 166.06
-0.4%
GBX 173
+4.2%
-0.6%£1.00B£588.50M922.571,180
JPE
JPMorgan Elect plc ­- Managed Growth
N/AGBX 937.50
flat
N/AN/A£1.00B£104.78M1,250.00N/A
IEM
Impax Environmental Markets
N/AGBX 386.29
-0.8%
N/A+9.4%£969.90M£1.57M-9,657.30N/A
RICA
Ruffer Investment
N/AGBX 272.32
-0.6%
N/AN/A£945.07M£19.58M9,077.40N/A
BBGI
BBGI Global Infrastructure
N/AGBX 126.56
-0.2%
N/A-8.1%£904.56M£68.47M1,582.001,160
SAIN
Scottish American Investment
N/AGBX 501.31
-0.5%
N/A+6.2%£893.94M£103.33M1,002.62N/A

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This page (LON:JUSC) was last updated on 11/4/2024 by MarketBeat.com Staff
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