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JPMorgan Global Growth &omeLSE:JGGI -1.61%32 5-Year Yield-on-Cost % is 6.51 as of Sep. 02, 2026, which is 9% above its 10-year median of 6.00. GuruFocus rates LSE:JGGI with a GF Score™ of 32/100. The stock has 5 warning signs investors should review. Among 1,111 Asset Management companies, JPMorgan Global Growth &ome ranks better than 51.22% on this metric.
The historical rank and industry rank for JPMorgan Global Growth &ome's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:JGGI'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.81 Med: 6 Max: 8.34
Current: 6.51
During the past 13 years, JPMorgan Global Growth &ome's highest Yield on Cost was 8.34. The lowest was 1.81. And the median was 6.00.
LSE:JGGI's 5-Year Yield-on-Cost % is ranked better than 51.22% of 1111
companies
in the Asset Management industry
Industry Median: 6.35
vs LSE:JGGI: 6.51
JPMorgan Global Growth &ome (LSE:JGGI) 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 Global Growth &ome 5-Year Yield-on-Cost % Related Terms
LSE:JGGI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, JPMorgan Global 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 Global Growth &ome 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan Global Growth &ome's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where JPMorgan Global Growth &ome's 5-Year Yield-on-Cost % falls into.
JPMorgan Global 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 Global Growth &ome (LSE:JGGI) has a 5-Year Yield-on-Cost % of 6.51 as of Sep. 02, 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 Global Growth &ome and its competitors. This is near median its historical median of 6.00. Over the past decade, JPMorgan Global Growth &ome's 5-Year Yield-on-Cost % has ranged from 1.81 to 8.34. According to the industry distribution chart, JPMorgan Global Growth &ome ranks #542 out of 1111 companies in the Asset Management industry, placing it in the top 48.8%.
Is JPMorgan Global Growth &ome's 5-Year Yield-on-Cost % too high?
JPMorgan Global Growth &ome's current 5-Year Yield-on-Cost % of 6.51 is near median its 10-year median of 6.00. Over the past 10 years, this metric has ranged from a low of 1.81 to a high of 8.34. The Asset Management industry median 5-Year Yield-on-Cost % is 6.35. JPMorgan Global Growth &ome's value of 6.51 is 2.5% above this industry median. Based on the distribution chart, JPMorgan Global Growth &ome ranks #542 out of 1111 companies in the Asset Management industry, which is above the industry midpoint. Overall, JPMorgan Global Growth &ome has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Global Growth &ome's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan Global Growth &ome ranks #542 out of 1111 companies for 5-Year Yield-on-Cost %. This puts JPMorgan Global Growth &ome in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.35. JPMorgan Global Growth &ome's value of 6.51 is 2.5% above this benchmark. Historically, JPMorgan Global Growth &ome's own 5-Year Yield-on-Cost % has ranged from 1.81 to 8.34 over the past decade. While the company's 10-year median is 6.00 vs. the industry median of 6.35, JPMorgan Global Growth &ome 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 6.35, 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. JPMorgan Global Growth &ome's current 5-Year Yield-on-Cost % of 6.51 is 2.5% 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 JPMorgan Global Growth &ome and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan Global Growth &ome's current 5-Year Yield-on-Cost % is 6.51, which is near median its own 10-year median of 6.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Global Growth &ome stock overvalued right now?
JPMorgan Global Growth &ome (LSE:JGGI) has a current 5-Year Yield-on-Cost % of 6.51. The current 5-Year Yield-on-Cost % is 6.51, which is near median its 10-year median of 6.00 and 2.5% above the Asset Management industry median of 6.35. JPMorgan Global Growth &ome's overall GF Score™ is 32/100 with 5 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 Global Growth &ome (LSE:JGGI), the current 5-Year Yield-on-Cost % is 6.51 as of Sep. 02, 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 Global Growth & Income PLC is an investment trust company. Its main objective is to achieve superior total returns from world stock markets. The company invests in a diversified portfolio of 50-90 world stocks to achieve superior total returns and outperform the MSCI All Countries World Index in sterling terms (total return with net dividends reinvested) over the long term. Its portfolio construction is driven by bottom-up stock selection rather than geographical or sector allocation.
32GF Score
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