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JNVIX vs VMCIX
JNVIX vs VMCIX Comparison
Open Charts JNVIX vs VMCIX
Jensen Quality Mid Cap I
Price$18.92
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets171.38M
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
JNVIX vs VMCIX Comparison Chart
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JNVIX vs. VMCIX commentary
Feb 23, 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 StrongBuy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JNVIX (171M). VMCIX pays higher dividends than JNVIX: VMCIX (1.50) vs JNVIX (0.58). JNVIX was incepted earlier than VMCIX: JNVIX (15 years) vs VMCIX (27 years). JNVIX is a more actively managed with annual turnover of: 15.57 vs. VMCIX (13.00). JNVIX has a lower initial minimum investment than VMCIX: JNVIX (250000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 14.06 vs. JNVIX (2.63). VMCIX (48.48) and JNVIX (46.12) have equivalent 5 years return.
| JNVIX | VMCIX | JNVIX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 1.014 | 2.479 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 185B | 0% |
| Annual Yield % from dividends | 0.58 | 1.50 | 39% |
| Returns for 1 year | 2.63 | 14.06 | 19% |
| Returns for 3 years | 15.90 | 19.70 | 81% |
| Returns for 5 years | 46.12 | 48.48 | 95% |
| Returns for 10 years | 48.31 | 114.31 | 42% |
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