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JNVSX vs VIMSX
JNVSX vs VIMSX Comparison
Open Charts JNVSX vs VIMSX
Jensen Quality Mid Cap J
Price$18.87
Change+$0.44 (+2.39%)
VolumeN/A
Net Assets154.97M
Vanguard Mid Cap Index Investor
Price$73.49
Change+$1.79 (+2.50%)
VolumeN/A
Net Assets175.12B
JNVSX vs VIMSX Comparison Chart
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JNVSX vs. VIMSX commentary
May 13, 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 JNVSX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. JNVSX (155M). VIMSX pays higher dividends than JNVSX: VIMSX (1.48) vs JNVSX (0.32). JNVSX was incepted earlier than VIMSX: JNVSX (15 years) vs VIMSX (27 years). JNVSX (1.08) is less costly to investors than VIMSX (0.17). JNVSX is a more actively managed with annual turnover of: 24.92 vs. VIMSX (16.00). JNVSX has a lower initial minimum investment than VIMSX: JNVSX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 7.29 vs. JNVSX (-3.70). VIMSX return over 5 years is better than : 73.28 vs. JNVSX (59.91).
| JNVSX | VIMSX | JNVSX / VIMSX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -1.719 | -0.456 | 377% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 175B | 0% |
| Annual Yield % from dividends | 0.32 | 1.48 | 22% |
| Returns for 1 year | -3.70 | 7.29 | -51% |
| Returns for 3 years | 18.88 | 27.41 | 69% |
| Returns for 5 years | 59.91 | 73.28 | 82% |
| Returns for 10 years | 45.65 | 107.26 | 43% |
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