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JNVIX vs VIMSX
JNVIX vs VIMSX Comparison
Open Charts JNVIX vs VIMSX
Jensen Quality Value I
Price$19.75
Change-$0.18 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$67.97
Change-$0.82 (-1.19%)
VolumeN/A
CapitalizationN/A
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JNVIX vs VIMSX Comparison Chart
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JNVIX vs. VIMSX commentary
Sep 08, 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 JNVIX is a StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. JNVIX (205M). VIMSX pays higher dividends than JNVIX: VIMSX (1.38) vs JNVIX (0.58). JNVIX was incepted earlier than VIMSX: JNVIX (14 years) vs VIMSX (26 years). JNVIX is a more actively managed with annual turnover of: 15.57 vs. VIMSX (13.00). VIMSX has a lower initial minimum investment than JNVIX: VIMSX (3000) vs JNVIX (250000). JNVIX annual gain was more profitable for investors over the last year : 19.06 vs. VIMSX (15.93). JNVIX return over 5 years is better than : 58.99 vs. VIMSX (51.79).
| JNVIX | VIMSX | JNVIX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 10.300 | 8.473 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 172B | 0% |
| Annual Yield % from dividends | 0.58 | 1.38 | 42% |
| Returns for 1 year | 19.06 | 15.93 | 120% |
| Returns for 3 years | 11.26 | 1.66 | 676% |
| Returns for 5 years | 58.99 | 51.79 | 114% |
| Returns for 10 years | 48.14 | 113.95 | 42% |