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JNVIX vs VMCIX
JNVIX vs VMCIX Comparison
Open Charts JNVIX vs VMCIX
Jensen Quality Mid Cap I
Price$18.71
Change-$0.07 (-0.37%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$73.11
Change+$0.05 (+0.07%)
VolumeN/A
CapitalizationN/A
JNVIX vs VMCIX Comparison Chart
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JNVIX vs. VMCIX commentary
Jan 07, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. JNVIX (200M). 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 : 17.64 vs. JNVIX (7.69). VMCIX return over 5 years is better than : 51.61 vs. JNVIX (45.81).
| 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 | 0.267 | 1.177 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 190B | 0% |
| Annual Yield % from dividends | 0.58 | 1.50 | 39% |
| Returns for 1 year | 7.69 | 17.64 | 44% |
| Returns for 3 years | 2.32 | 6.10 | 38% |
| Returns for 5 years | 45.81 | 51.61 | 89% |
| Returns for 10 years | 57.26 | 127.05 | 45% |