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JPMorgan US Smaller ITLSE:JUSC +1.65%40 5-Year Yield-on-Cost % is 0.94 as of Aug. 02, 2026, which is 9% above its 10-year median of 0.86. GuruFocus rates LSE:JUSC with a GF Score™ of 40/100. The stock has 3 warning signs investors should review. Among 1,113 Asset Management companies, JPMorgan US Smaller IT ranks worse than 93.35% on this metric.
JPMorgan US Smaller IT's yield on cost for the quarter that ended in Dec. 2025 was 0.94.
The historical rank and industry rank for JPMorgan US Smaller IT's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:JUSC'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.6 Med: 0.86 Max: 1.45
Current: 0.94
During the past 13 years, JPMorgan US Smaller IT's highest Yield on Cost was 1.45. The lowest was 0.60. And the median was 0.86.
LSE:JUSC's 5-Year Yield-on-Cost % is ranked worse than 93.35% of 1113
companies
in the Asset Management industry
Industry Median: 6.5
vs LSE:JUSC: 0.94
JPMorgan US Smaller IT (LSE:JUSC) 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 US Smaller IT 5-Year Yield-on-Cost % Related Terms
LSE:JUSC vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, JPMorgan US Smaller IT'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 US Smaller IT 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan US Smaller IT's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where JPMorgan US Smaller IT's 5-Year Yield-on-Cost % falls into.
JPMorgan US Smaller IT 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 US Smaller IT (LSE:JUSC) has a 5-Year Yield-on-Cost % of 0.94 as of Aug. 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 US Smaller IT and its competitors. This is near median its historical median of 0.86. Over the past decade, JPMorgan US Smaller IT's 5-Year Yield-on-Cost % has ranged from 0.60 to 1.45. According to the industry distribution chart, JPMorgan US Smaller IT ranks #1039 out of 1113 companies in the Asset Management industry, placing it in the top 93.4%.
Is JPMorgan US Smaller IT's 5-Year Yield-on-Cost % too high?
JPMorgan US Smaller IT's current 5-Year Yield-on-Cost % of 0.94 is near median its 10-year median of 0.86. Over the past 10 years, this metric has ranged from a low of 0.60 to a high of 1.45. The Asset Management industry median 5-Year Yield-on-Cost % is 6.50. JPMorgan US Smaller IT's value of 0.94 is 85.5% below this industry median. Based on the distribution chart, JPMorgan US Smaller IT ranks #1039 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, JPMorgan US Smaller IT has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan US Smaller IT's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan US Smaller IT ranks #1039 out of 1113 companies for 5-Year Yield-on-Cost %. This places JPMorgan US Smaller IT in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.50. JPMorgan US Smaller IT's value of 0.94 is 85.5% below this benchmark. Historically, JPMorgan US Smaller IT's own 5-Year Yield-on-Cost % has ranged from 0.60 to 1.45 over the past decade. While the company's 10-year median is 0.86 vs. the industry median of 6.50, JPMorgan US Smaller IT 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 6.50, based on 1,113 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 US Smaller IT's current 5-Year Yield-on-Cost % of 0.94 is 85.5% 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 US Smaller IT and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan US Smaller IT's current 5-Year Yield-on-Cost % is 0.94, which is near median its own 10-year median of 0.86. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan US Smaller IT stock overvalued right now?
JPMorgan US Smaller IT (LSE:JUSC) has a current 5-Year Yield-on-Cost % of 0.94. The current 5-Year Yield-on-Cost % is 0.94, which is near median its 10-year median of 0.86 and 85.5% below the Asset Management industry median of 6.50. JPMorgan US Smaller IT's overall GF Score™ is 40/100 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 US Smaller IT (LSE:JUSC), the current 5-Year Yield-on-Cost % is 0.94 as of Aug. 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 US Smaller Companies IT PLC is a UK-based investment company. It aims to achieve capital growth by investing in U.S. smaller companies. The company invests in a diversified portfolio and employs a manager with a focus on research and identifying attractive stocks in the U.S. smaller companies' universe. It reviews its performance against the Russell 2000 Index total return with net dividends reinvested, expressed in sterling terms which represent smaller companies' index, and is rebalanced annually to represent the bottom 10% by market capitalization of all quoted companies in the U.S.
40GF Score
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