JUSC.L vs. JAM.L
Compare and contrast key facts about JPmorgan US Smaller Companies Investment Trust plc (JUSC.L) and JPMorgan American Investment Trust (JAM.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JUSC.L or JAM.L.
Correlation
The correlation between JUSC.L and JAM.L is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JUSC.L vs. JAM.L - Performance Comparison
Key characteristics
JUSC.L:
-0.12
JAM.L:
-0.01
JUSC.L:
-0.02
JAM.L:
0.11
JUSC.L:
1.00
JAM.L:
1.02
JUSC.L:
-0.11
JAM.L:
-0.02
JUSC.L:
-0.30
JAM.L:
-0.05
JUSC.L:
12.79%
JAM.L:
8.43%
JUSC.L:
26.66%
JAM.L:
20.76%
JUSC.L:
-54.70%
JAM.L:
-58.93%
JUSC.L:
-25.29%
JAM.L:
-17.48%
Fundamentals
JUSC.L:
£218.27M
JAM.L:
£1.72B
JUSC.L:
£0.45
JAM.L:
£2.60
JUSC.L:
8.13
JAM.L:
3.70
JUSC.L:
8.10
JAM.L:
3.54
JUSC.L:
0.77
JAM.L:
0.86
JUSC.L:
£32.98M
JAM.L:
£484.39M
JUSC.L:
£30.94M
JAM.L:
£476.69M
JUSC.L:
£30.37M
JAM.L:
£478.05M
Returns By Period
In the year-to-date period, JUSC.L achieves a -18.07% return, which is significantly lower than JAM.L's -13.39% return. Over the past 10 years, JUSC.L has underperformed JAM.L with an annualized return of 8.69%, while JAM.L has yielded a comparatively higher 14.63% annualized return.
JUSC.L
-18.07%
9.24%
-13.91%
-3.23%
8.86%
8.69%
JAM.L
-13.39%
6.26%
-9.38%
-0.26%
18.37%
14.63%
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Risk-Adjusted Performance
JUSC.L vs. JAM.L — Risk-Adjusted Performance Rank
JUSC.L
JAM.L
JUSC.L vs. JAM.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPmorgan US Smaller Companies Investment Trust plc (JUSC.L) and JPMorgan American Investment Trust (JAM.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JUSC.L vs. JAM.L - Dividend Comparison
JUSC.L has not paid dividends to shareholders, while JAM.L's dividend yield for the trailing twelve months is around 1.13%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUSC.L JPmorgan US Smaller Companies Investment Trust plc | 0.00% | 0.63% | 0.62% | 0.64% | 0.54% | 0.62% | 0.71% | 0.94% | 0.00% | 0.00% | 0.00% | 0.41% |
JAM.L JPMorgan American Investment Trust | 1.13% | 0.71% | 0.84% | 1.02% | 0.88% | 1.13% | 1.35% | 1.44% | 1.23% | 1.29% | 1.35% | 0.94% |
Drawdowns
JUSC.L vs. JAM.L - Drawdown Comparison
The maximum JUSC.L drawdown since its inception was -54.70%, smaller than the maximum JAM.L drawdown of -58.93%. Use the drawdown chart below to compare losses from any high point for JUSC.L and JAM.L. For additional features, visit the drawdowns tool.
Volatility
JUSC.L vs. JAM.L - Volatility Comparison
JPmorgan US Smaller Companies Investment Trust plc (JUSC.L) has a higher volatility of 13.34% compared to JPMorgan American Investment Trust (JAM.L) at 11.82%. This indicates that JUSC.L's price experiences larger fluctuations and is considered to be riskier than JAM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JUSC.L vs. JAM.L - Financials Comparison
This section allows you to compare key financial metrics between JPmorgan US Smaller Companies Investment Trust plc and JPMorgan American Investment Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
JUSC.L vs. JAM.L - Profitability Comparison
JUSC.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPmorgan US Smaller Companies Investment Trust plc reported a gross profit of 28.35M and revenue of 29.41M. Therefore, the gross margin over that period was 96.4%.
JAM.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan American Investment Trust reported a gross profit of 178.98M and revenue of 181.69M. Therefore, the gross margin over that period was 98.5%.
JUSC.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPmorgan US Smaller Companies Investment Trust plc reported an operating income of 28.04M and revenue of 29.41M, resulting in an operating margin of 95.3%.
JAM.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan American Investment Trust reported an operating income of 178.46M and revenue of 181.69M, resulting in an operating margin of 98.2%.
JUSC.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPmorgan US Smaller Companies Investment Trust plc reported a net income of 26.86M and revenue of 29.41M, resulting in a net margin of 91.3%.
JAM.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan American Investment Trust reported a net income of 175.49M and revenue of 181.69M, resulting in a net margin of 96.6%.