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JENSX vs VFIAX
JENSX vs VFIAX Comparison
Open Charts JENSX vs VFIAX
Jensen Quality Growth J
Price$66.08
Change-$0.23 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$529.42
Change-$2.29 (-0.43%)
VolumeN/A
CapitalizationN/A
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JENSX vs VFIAX Comparison Chart
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JENSX vs. VFIAX commentary
Sep 29, 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 JENSX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. JENSX (9.04B). VFIAX pays higher dividends than JENSX: VFIAX (1.32) vs JENSX (0.70). JENSX was incepted earlier than VFIAX: JENSX (32 years) vs VFIAX (24 years). JENSX is a more actively managed with annual turnover of: 15.67 vs. VFIAX (2.00). JENSX has a lower initial minimum investment than VFIAX: JENSX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 33.54 vs. JENSX (15.01). VFIAX return over 5 years is better than : 93.91 vs. JENSX (34.10).
| JENSX | VFIAX | JENSX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 12.151 | 20.373 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 1.24T | 1% |
| Annual Yield % from dividends | 0.70 | 1.32 | 53% |
| Returns for 1 year | 15.01 | 33.54 | 45% |
| Returns for 3 years | 6.41 | 31.89 | 20% |
| Returns for 5 years | 34.10 | 93.91 | 36% |
| Returns for 10 years | 83.65 | 192.90 | 43% |