Ad is loading...
Ad is loading...
JENSX vs VFIAX
JENSX vs VFIAX Comparison
Open Charts JENSX vs VFIAX
Jensen Quality Growth J
Price$59.22
Change-$0.75 (-1.25%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
JENSX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JENSX vs. VFIAX commentary
Nov 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 StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. JENSX (8.59B). 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 : 30.22 vs. JENSX (-2.74). VFIAX return over 5 years is better than : 88.12 vs. JENSX (14.89).
| 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 | 0.668 | 23.347 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 1.28T | 1% |
| Annual Yield % from dividends | 0.70 | 1.32 | 53% |
| Returns for 1 year | -2.74 | 30.22 | -9% |
| Returns for 3 years | -12.17 | 24.93 | -49% |
| Returns for 5 years | 14.89 | 88.12 | 17% |
| Returns for 10 years | 54.24 | 187.71 | 29% |
View a ticker or compare two or three
VS
VS
Ad is loading...