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JNVIX vs VIMSX
JNVIX vs VIMSX Comparison
Open Charts JNVIX vs VIMSX
Jensen Quality Mid Cap I
Price$18.33
Change-$0.25 (-1.35%)
VolumeN/A
Net Assets153.59M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
JNVIX vs VIMSX Comparison Chart
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JNVIX vs. VIMSX commentary
Jun 14, 2025
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 JNVIX is a Hold and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. JNVIX (154M). VIMSX pays higher dividends than JNVIX: VIMSX (1.40) vs JNVIX (0.54). JNVIX was incepted earlier than VIMSX: JNVIX (15 years) vs VIMSX (27 years). JNVIX (0.85) is less costly to investors than VIMSX (0.17). JNVIX is a more actively managed with annual turnover of: 24.92 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than JNVIX: VIMSX (3000) vs JNVIX (250000). VIMSX annual gain was more profitable for investors over the last year : 12.88 vs. JNVIX (-1.69). VIMSX return over 5 years is better than : 71.54 vs. JNVIX (58.48).
| JNVIX | VIMSX | JNVIX / VIMSX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -0.665 | 3.945 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 185B | 0% |
| Annual Yield % from dividends | 0.54 | 1.40 | 39% |
| Returns for 1 year | -1.69 | 12.88 | -13% |
| Returns for 3 years | 30.80 | 40.72 | 76% |
| Returns for 5 years | 58.48 | 71.54 | 82% |
| Returns for 10 years | 49.39 | 116.49 | 42% |
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