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Jupiter Fund ManagementCHIX:JUPL -0.93%58 5-Year Yield-on-Cost % is 0.52 as of Jul. 21, 2026, which is 51% below its 10-year median of 1.06. GuruFocus rates CHIX:JUPL with a GF Score™ of 58/100 and a GF Value™ of £0.90 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,116 Asset Management companies, Jupiter Fund Management ranks worse than 95.7% on this metric.
The historical rank and industry rank for Jupiter Fund Management's 5-Year Yield-on-Cost % or its related term are showing as below:
CHIX:JUPl'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.46 Med: 1.06 Max: 4.56
Current: 0.52
During the past 13 years, Jupiter Fund Management's highest Yield on Cost was 4.56. The lowest was 0.46. And the median was 1.06.
CHIX:JUPl's 5-Year Yield-on-Cost % is ranked worse than 95.7% of 1116
companies
in the Asset Management industry
Industry Median: 6.45
vs CHIX:JUPl: 0.52
Jupiter Fund Management (CHIX:JUPl) 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.
Jupiter Fund Management 5-Year Yield-on-Cost % Related Terms
CHIX:JUPL vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Jupiter Fund Management'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.
Jupiter Fund Management 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Jupiter Fund Management's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Jupiter Fund Management's 5-Year Yield-on-Cost % falls into.
Jupiter Fund Management 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.
Jupiter Fund Management (CHIX:JUPL) has a 5-Year Yield-on-Cost % of 0.52 as of Jul. 21, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Jupiter Fund Management and its competitors. This is 51% below median its historical median of 1.06. Over the past decade, Jupiter Fund Management's 5-Year Yield-on-Cost % has ranged from 0.46 to 4.56. According to the industry distribution chart, Jupiter Fund Management ranks #1068 out of 1116 companies in the Asset Management industry, placing it in the top 95.7%.
Is Jupiter Fund Management's 5-Year Yield-on-Cost % too high?
Jupiter Fund Management's current 5-Year Yield-on-Cost % of 0.52 is 51% below median its 10-year median of 1.06. Over the past 10 years, this metric has ranged from a low of 0.46 to a high of 4.56. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Jupiter Fund Management's value of 0.52 is 91.9% below this industry median. Based on the distribution chart, Jupiter Fund Management ranks #1068 out of 1116 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Jupiter Fund Management has a GF Score™ of 58/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Jupiter Fund Management's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Jupiter Fund Management ranks #1068 out of 1116 companies for 5-Year Yield-on-Cost %. This places Jupiter Fund Management in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Jupiter Fund Management's value of 0.52 is 91.9% below this benchmark. Historically, Jupiter Fund Management's own 5-Year Yield-on-Cost % has ranged from 0.46 to 4.56 over the past decade. While the company's 10-year median is 1.06 vs. the industry median of 6.45, Jupiter Fund Management has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,116 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jupiter Fund Management's current 5-Year Yield-on-Cost % of 0.52 is 91.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Jupiter Fund Management and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jupiter Fund Management's current 5-Year Yield-on-Cost % is 0.52, which is 51% below median its own 10-year median of 1.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jupiter Fund Management stock overvalued right now?
Based on GuruFocus' analysis, Jupiter Fund Management (CHIX:JUPL) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.90, compared to a current price of £1.70 — trading 89.3% above its estimated fair value. The current 5-Year Yield-on-Cost % is 0.52, which is 51% below median its 10-year median of 1.06 and 91.9% below the Asset Management industry median of 6.45. Jupiter Fund Management's overall GF Score™ is 58/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Jupiter Fund Management (CHIX:JUPL), the current 5-Year Yield-on-Cost % is 0.52 as of Jul. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Jupiter Fund Management (CHIX:JUPL) Overvalued in 2026?
Based on GuruFocus' analysis, Jupiter Fund Management stock appears to be overvalued.
The current stock price of £1.70 is trading 89.3% above its estimated GF Value™ of £0.90.
GuruFocus considers Jupiter Fund Management to be Significantly Overvalued.
Key valuation signals for CHIX:JUPL:
5-Year Yield-on-Cost %: 0.52 (51% below median its 10-year median of 1.06)
GF Value™: £0.90 vs. price of £1.70 (89.3% above fair value)
Industry Position: 91.9% below the Asset Management median (#1068 of 1116)
No single metric tells the full story. See the CHIX:JUPL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Jupiter Fund Management PLC is a provider of mutual funds with operations mostly in the United Kingdom. The company also distributes its products through financial centers in Europe and Asia, either in house or through agency relationships. It has increasingly focused on offering high-performance, outcome-oriented active strategies to drive organic growth. It measures performance by monitoring its percentage of assets under management above the median over three years. The Group operates principally in the United Kingdom with international operating subsidiaries in Ireland, Hong Kong, Singapore, the United States, Switzerland and Luxembourg, which has branches across Europe.
58GF Score
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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