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JNVIX vs VMCIX
JNVIX vs VMCIX Comparison
Open Charts JNVIX vs VMCIX
Jensen Quality Mid Cap I
Price$18.40
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets157.09M
Vanguard Mid Cap Index Institutional
Price$71.71
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets181.84B
JNVIX vs VMCIX Comparison Chart
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JNVIX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. JNVIX (157M). VMCIX pays higher dividends than JNVIX: VMCIX (1.60) vs JNVIX (0.55). JNVIX was incepted earlier than VMCIX: JNVIX (15 years) vs VMCIX (27 years). JNVIX (0.85) is less costly to investors than VMCIX (0.04). JNVIX is a more actively managed with annual turnover of: 24.92 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 : 5.80 vs. JNVIX (-4.47). VMCIX return over 5 years is better than : 111.10 vs. JNVIX (91.77).
| JNVIX | VMCIX | JNVIX / VMCIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -2.323 | -1.641 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 182B | 0% |
| Annual Yield % from dividends | 0.55 | 1.60 | 35% |
| Returns for 1 year | -4.47 | 5.80 | -77% |
| Returns for 3 years | 8.54 | 9.24 | 92% |
| Returns for 5 years | 91.77 | 111.10 | 83% |
| Returns for 10 years | 48.23 | 105.46 | 46% |
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