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JENSX vs VFIAX
JENSX vs VFIAX Comparison
Open Charts JENSX vs VFIAX
Jensen Quality Growth J
Price$59.97
Change-$0.11 (-0.18%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$559.90
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
JENSX vs VFIAX Comparison Chart
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JENSX vs. VFIAX commentary
Dec 18, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. JENSX (8.57B). 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 : 27.64 vs. JENSX (2.36). VFIAX return over 5 years is better than : 88.64 vs. JENSX (20.67).
| 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 | 1.943 | 27.303 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 1.37T | 1% |
| Annual Yield % from dividends | 0.70 | 1.32 | 53% |
| Returns for 1 year | 2.36 | 27.64 | 9% |
| Returns for 3 years | -6.82 | 30.99 | -22% |
| Returns for 5 years | 20.67 | 88.64 | 23% |
| Returns for 10 years | 57.95 | 193.66 | 30% |
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