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JNVIX vs VIMSX
JNVIX vs VIMSX Comparison
Open Charts JNVIX vs VIMSX
Jensen Quality Mid Cap I
Price$17.84
Change-$0.56 (-3.04%)
VolumeN/A
Net Assets158.05M
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
JNVIX vs VIMSX Comparison Chart
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JNVIX vs. VIMSX commentary
Apr 04, 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 Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. JNVIX (158M). VIMSX pays higher dividends than JNVIX: VIMSX (1.46) vs JNVIX (0.55). 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 (13.00). 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 : 6.63 vs. JNVIX (-3.19). VIMSX return over 5 years is better than : 113.13 vs. JNVIX (93.13).
| 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 | -1.628 | -0.622 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 182B | 0% |
| Annual Yield % from dividends | 0.55 | 1.46 | 38% |
| Returns for 1 year | -3.19 | 6.63 | -48% |
| Returns for 3 years | 8.67 | 9.75 | 89% |
| Returns for 5 years | 93.13 | 113.13 | 82% |
| Returns for 10 years | 47.94 | 106.04 | 45% |