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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 Dividend & Growth Trust 5-Year Yield-on-Cost % Related Terms
For the Asset Management subindustry, Jupiter Dividend & Growth Trust'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 Dividend & Growth Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Jupiter Dividend & Growth Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Jupiter Dividend & Growth Trust's 5-Year Yield-on-Cost % falls into.
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.
What does a 5-Year Yield-on-Cost % of 1419.35 mean?
Jupiter Dividend & Growth Trust (LSE:JDT) has a 5-Year Yield-on-Cost % of 1419.35 as of Aug. 23, 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 Dividend & Growth Trust and its competitors. This is 63264% above median its historical median of 2.24. Over the past decade, Jupiter Dividend & Growth Trust's 5-Year Yield-on-Cost % has ranged from 1.78 to 1,419.35.
Is Jupiter Dividend & Growth Trust's 5-Year Yield-on-Cost % too high?
Jupiter Dividend & Growth Trust's current 5-Year Yield-on-Cost % of 1419.35 is 63264% above median its 10-year median of 2.24. Over the past 10 years, this metric has ranged from a low of 1.78 to a high of 1,419.35. The Asset Management industry median 5-Year Yield-on-Cost % is 6.32. Jupiter Dividend & Growth Trust's value of 1419.35 is 22358.1% above this industry median.
How does Jupiter Dividend & Growth Trust's 5-Year Yield-on-Cost % compare to competitors?
Jupiter Dividend & Growth Trust's 5-Year Yield-on-Cost % of 1419.35 can be compared against companies in the Asset Management industry. The industry median 5-Year Yield-on-Cost % is 6.32. Jupiter Dividend & Growth Trust's value of 1419.35 is 22358.1% above this benchmark. Historically, Jupiter Dividend & Growth Trust's own 5-Year Yield-on-Cost % has ranged from 1.78 to 1,419.35 over the past decade. While the company's 10-year median is 2.24 vs. the industry median of 6.32, Jupiter Dividend & Growth Trust has consistently been above 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 6.32, based on 1,111 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 Dividend & Growth Trust's current 5-Year Yield-on-Cost % of 1419.35 is 22358.1% above 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 Dividend & Growth Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jupiter Dividend & Growth Trust's current 5-Year Yield-on-Cost % is 1419.35, which is 63264% above median its own 10-year median of 2.24. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jupiter Dividend & Growth Trust stock overvalued right now?
Jupiter Dividend & Growth Trust (LSE:JDT) has a current 5-Year Yield-on-Cost % of 1419.35. The current 5-Year Yield-on-Cost % is 1419.35, which is 63264% above median its 10-year median of 2.24 and 22358.1% above the Asset Management industry median of 6.32. 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 Dividend & Growth Trust (LSE:JDT), the current 5-Year Yield-on-Cost % is 1419.35 as of Aug. 23, 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.
Jupiter Dividend & Growth Trust PLC operates as an investment trust. The company's investment objective is to provide Ordinary Income and Common shareholders with a high and rising income together with the possibility of capital appreciation and to provide Zero Dividend Preference and Common shareholders with a predetermined level of capital growth. The Company's investment policy is to invest in a portfolio of UK listed equities, UK equity-related securities such as convertible securities, preference shares, convertible unsecured loan stock, warrants and other similar securities and UK fixed interest securities.
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