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JNVIX vs VIMSX
JNVIX vs VIMSX Comparison
Open Charts JNVIX vs VIMSX
Jensen Quality Mid Cap I
Price$17.70
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets148.98M
Vanguard Mid Cap Index Investor
Price$68.10
Change+$0.76 (+1.13%)
VolumeN/A
Net Assets175.23B
JNVIX vs VIMSX Comparison Chart
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JNVIX vs. VIMSX commentary
Apr 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. JNVIX (149M). 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 : 3.34 vs. JNVIX (-5.17). VIMSX return over 5 years is better than : 71.01 vs. JNVIX (62.07).
| 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 | -5.958 | -6.509 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 175B | 0% |
| Annual Yield % from dividends | 0.55 | 1.46 | 38% |
| Returns for 1 year | -5.17 | 3.34 | -155% |
| Returns for 3 years | 8.10 | 9.44 | 86% |
| Returns for 5 years | 62.07 | 71.01 | 87% |
| Returns for 10 years | 40.37 | 92.64 | 44% |
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