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JPMorgan UK Small Cap Growth &omeLSE:JUGI -0.14%37 5-Year Yield-on-Cost % is 13.84 as of Aug. 12, 2026, which is 90% above its 10-year median of 7.27. GuruFocus rates LSE:JUGI with a GF Score™ of 37/100. The stock has 5 warning signs investors should review. Among 1,108 Asset Management companies, JPMorgan UK Small Cap Growth &ome ranks better than 87.36% on this metric.
The historical rank and industry rank for JPMorgan UK Small Cap Growth &ome's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:JUGI'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4 Med: 7.27 Max: 23.54
Current: 13.84
During the past 13 years, JPMorgan UK Small Cap Growth &ome's highest Yield on Cost was 23.54. The lowest was 4.00. And the median was 7.27.
LSE:JUGI's 5-Year Yield-on-Cost % is ranked better than 87.36% of 1108
companies
in the Asset Management industry
Industry Median: 6.315
vs LSE:JUGI: 13.84
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) 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 UK Small Cap Growth &ome 5-Year Yield-on-Cost % Related Terms
LSE:JUGI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, JPMorgan UK Small Cap 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 UK Small Cap Growth &ome 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan UK Small Cap Growth &ome's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where JPMorgan UK Small Cap Growth &ome's 5-Year Yield-on-Cost % falls into.
JPMorgan UK Small Cap 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 UK Small Cap Growth &ome (LSE:JUGI) has a 5-Year Yield-on-Cost % of 13.84 as of Aug. 12, 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 UK Small Cap Growth &ome and its competitors. This is 90% above median its historical median of 7.27. Over the past decade, JPMorgan UK Small Cap Growth &ome's 5-Year Yield-on-Cost % has ranged from 4.00 to 23.54. According to the industry distribution chart, JPMorgan UK Small Cap Growth &ome ranks #140 out of 1108 companies in the Asset Management industry, placing it in the top 12.6%.
Is JPMorgan UK Small Cap Growth &ome's 5-Year Yield-on-Cost % too high?
JPMorgan UK Small Cap Growth &ome's current 5-Year Yield-on-Cost % of 13.84 is 90% above median its 10-year median of 7.27. Over the past 10 years, this metric has ranged from a low of 4.00 to a high of 23.54. The Asset Management industry median 5-Year Yield-on-Cost % is 6.32. JPMorgan UK Small Cap Growth &ome's value of 13.84 is 119.2% above this industry median. Based on the distribution chart, JPMorgan UK Small Cap Growth &ome ranks #140 out of 1108 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, JPMorgan UK Small Cap Growth &ome has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan UK Small Cap Growth &ome's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan UK Small Cap Growth &ome ranks #140 out of 1108 companies for 5-Year Yield-on-Cost %. This places JPMorgan UK Small Cap Growth &ome in the top 13% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.32. JPMorgan UK Small Cap Growth &ome's value of 13.84 is 119.2% above this benchmark. Historically, JPMorgan UK Small Cap Growth &ome's own 5-Year Yield-on-Cost % has ranged from 4.00 to 23.54 over the past decade. While the company's 10-year median is 7.27 vs. the industry median of 6.32, JPMorgan UK Small Cap 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 6.32, based on 1,108 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 UK Small Cap Growth &ome's current 5-Year Yield-on-Cost % of 13.84 is 119.2% 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 UK Small Cap Growth &ome 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. JPMorgan UK Small Cap Growth &ome's current 5-Year Yield-on-Cost % is 13.84, which is 90% above median its own 10-year median of 7.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan UK Small Cap Growth &ome stock overvalued right now?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a current 5-Year Yield-on-Cost % of 13.84. The current 5-Year Yield-on-Cost % is 13.84, which is 90% above median its 10-year median of 7.27 and 119.2% above the Asset Management industry median of 6.32. JPMorgan UK Small Cap Growth &ome's overall GF Score™ is 37/100 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 UK Small Cap Growth &ome (LSE:JUGI), the current 5-Year Yield-on-Cost % is 13.84 as of Aug. 12, 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 UK Small Cap Growth & Income PLC is an investment trust company. Its investment objective is to achieve capital growth from UK listed smaller companies by out-performance of the company's benchmark index, the FTSE Small Cap Index and a rising share price over the longer term by taking carefully controlled risks. In order to achieve its objective, the company invests in a diversified portfolio of small companies, emphasizing capital rather than income growth. The company manages its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors. It mainly invests in smaller companies which tend to be more volatile than larger companies.
37GF Score
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