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JENIX vs VFIAX
JENIX vs VFIAX Comparison
Open Charts JENIX vs VFIAX
Jensen Quality Growth I
Price$58.89
Change-$0.48 (-0.81%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$550.94
Change-$6.11 (-1.10%)
VolumeN/A
CapitalizationN/A
JENIX vs VFIAX Comparison Chart
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JENIX vs. VFIAX commentary
Dec 28, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JENIX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. JENIX (8.44B). VFIAX pays higher dividends than JENIX: VFIAX (1.32) vs JENIX (0.91). JENIX was incepted earlier than VFIAX: JENIX (21 years) vs VFIAX (24 years). JENIX is a more actively managed with annual turnover of: 15.67 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than JENIX: VFIAX (3000) vs JENIX (250000). VFIAX annual gain was more profitable for investors over the last year : 26.38 vs. JENIX (1.37). VFIAX return over 5 years is better than : 86.53 vs. JENIX (19.35).
| JENIX | VFIAX | JENIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 1.304 | 26.670 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 1.37T | 1% |
| Annual Yield % from dividends | 0.91 | 1.32 | 69% |
| Returns for 1 year | 1.37 | 26.38 | 5% |
| Returns for 3 years | -10.20 | 26.13 | -39% |
| Returns for 5 years | 19.35 | 86.53 | 22% |
| Returns for 10 years | 58.14 | 189.31 | 31% |