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JPMorgan European Growth &ome (LSE:JEGI) 5-Year Yield-on-Cost % : 1.63 (As of May. 12, 2024)


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What is JPMorgan European Growth &ome 5-Year Yield-on-Cost %?

JPMorgan European Growth &ome's yield on cost for the quarter that ended in Sep. 2023 was 1.63.


The historical rank and industry rank for JPMorgan European Growth &ome's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:JEGI' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.39   Med: 1.2   Max: 2.44
Current: 1.63


During the past 13 years, JPMorgan European Growth &ome's highest Yield on Cost was 2.44. The lowest was 0.39. And the median was 1.20.


LSE:JEGI's 5-Year Yield-on-Cost % is ranked worse than
89.04% of 1214 companies
in the Asset Management industry
Industry Median: 5.935 vs LSE:JEGI: 1.63

Competitive Comparison of JPMorgan European Growth &ome's 5-Year Yield-on-Cost %

For the Asset Management subindustry, JPMorgan European Growth &ome's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JPMorgan European Growth &ome's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan European Growth &ome's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where JPMorgan European Growth &ome's 5-Year Yield-on-Cost % falls into.



JPMorgan European Growth &ome 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of JPMorgan European Growth &ome is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

JPMorgan European Growth &ome  (LSE:JEGI) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


JPMorgan European Growth &ome 5-Year Yield-on-Cost % Related Terms

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JPMorgan European Growth &ome (LSE:JEGI) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan European Investment Trust PLC is an investment trust company based in the United Kingdom. The company invests across two categories of investments, which are growth and income. Its investment objective of the growth portfolio is to provide capital growth and a rising share price over the longer term from Continental European investments. The company invests in a diversified portfolio of investments in the stock markets of Continental Europe. Its investment objective of the income portfolio is to provide a growing income together with the potential for long term capital growth by investing in a portfolio of investments that are diversified amongst countries, sectors and market capitalization.

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