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JPMorgan China Growth &omeLSE:JCGI -0.36%43 5-Year Yield-on-Cost % is 3.57 as of Jul. 16, 2026, which is 203% above its 10-year median of 1.18. GuruFocus rates LSE:JCGI with a GF Score™ of 43/100. The stock has 3 warning signs investors should review. Among 1,115 Asset Management companies, JPMorgan China Growth &ome ranks worse than 74.08% on this metric.
The historical rank and industry rank for JPMorgan China Growth &ome's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:JCGI'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.34 Med: 1.18 Max: 6.85
Current: 3.57
During the past 13 years, JPMorgan China Growth &ome's highest Yield on Cost was 6.85. The lowest was 0.34. And the median was 1.18.
LSE:JCGI's 5-Year Yield-on-Cost % is ranked worse than 74.08% of 1115
companies
in the Asset Management industry
Industry Median: 6.45
vs LSE:JCGI: 3.57
JPMorgan China Growth &ome (LSE:JCGI) 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 China Growth &ome 5-Year Yield-on-Cost % Related Terms
LSE:JCGI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, JPMorgan China 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 China Growth &ome 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan China Growth &ome's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where JPMorgan China Growth &ome's 5-Year Yield-on-Cost % falls into.
JPMorgan China 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.
JPMorgan China Growth &ome (LSE:JCGI) has a 5-Year Yield-on-Cost % of 3.57 as of Jul. 16, 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 JPMorgan China Growth &ome and its competitors. This is 203% above median its historical median of 1.18. Over the past decade, JPMorgan China Growth &ome's 5-Year Yield-on-Cost % has ranged from 0.34 to 6.85. According to the industry distribution chart, JPMorgan China Growth &ome ranks #826 out of 1115 companies in the Asset Management industry, placing it in the top 74.1%.
Is JPMorgan China Growth &ome's 5-Year Yield-on-Cost % too high?
JPMorgan China Growth &ome's current 5-Year Yield-on-Cost % of 3.57 is 203% above median its 10-year median of 1.18. Over the past 10 years, this metric has ranged from a low of 0.34 to a high of 6.85. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. JPMorgan China Growth &ome's value of 3.57 is 44.7% below this industry median. Based on the distribution chart, JPMorgan China Growth &ome ranks #826 out of 1115 companies in the Asset Management industry, which is below the industry midpoint. Overall, JPMorgan China Growth &ome has a GF Score™ of 43/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan China Growth &ome's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan China Growth &ome ranks #826 out of 1115 companies for 5-Year Yield-on-Cost %. This places JPMorgan China Growth &ome in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. JPMorgan China Growth &ome's value of 3.57 is 44.7% below this benchmark. Historically, JPMorgan China Growth &ome's own 5-Year Yield-on-Cost % has ranged from 0.34 to 6.85 over the past decade. While the company's 10-year median is 1.18 vs. the industry median of 6.45, JPMorgan China Growth &ome 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 1,115 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. JPMorgan China Growth &ome's current 5-Year Yield-on-Cost % of 3.57 is 44.7% 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 JPMorgan China Growth &ome 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. JPMorgan China Growth &ome's current 5-Year Yield-on-Cost % is 3.57, which is 203% above median its own 10-year median of 1.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan China Growth &ome stock overvalued right now?
JPMorgan China Growth &ome (LSE:JCGI) has a current 5-Year Yield-on-Cost % of 3.57. The current 5-Year Yield-on-Cost % is 3.57, which is 203% above median its 10-year median of 1.18 and 44.7% below the Asset Management industry median of 6.45. JPMorgan China Growth &ome's overall GF Score™ is 43/100 with 3 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 JPMorgan China Growth &ome (LSE:JCGI), the current 5-Year Yield-on-Cost % is 3.57 as of Jul. 16, 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.
JPMorgan China Growth & Income PLC is an investment trust company. Its investment objective is to provide long-term capital growth by investment in Greater China companies. The company seeks to achieve its determined objectives; it invests in securities quoted on the stock exchanges of China, Hong Kong, and Taiwan, or which derive a substantial part of their revenues or profits from these territories. It may use gearing up to a maximum level of nearly 20% of shareholders' funds to increase potential returns to shareholders. The company invests no more than 15% of gross assets in other UK-listed investment companies. It reviews its performance against the MSCI China Index, with net dividends reinvested, in sterling terms.
43GF Score
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