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JNVSX vs VIMSX
JNVSX vs VIMSX Comparison
Open Charts JNVSX vs VIMSX
Jensen Quality Value J
Price$20.42
Change-$0.09 (-0.44%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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JNVSX vs VIMSX Comparison Chart
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JNVSX vs. VIMSX commentary
Sep 21, 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 JNVSX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. JNVSX (213M). VIMSX pays higher dividends than JNVSX: VIMSX (1.38) vs JNVSX (0.38). JNVSX was incepted earlier than VIMSX: JNVSX (14 years) vs VIMSX (26 years). JNVSX is a more actively managed with annual turnover of: 15.57 vs. VIMSX (13.00). JNVSX has a lower initial minimum investment than VIMSX: JNVSX (2500) vs VIMSX (3000). JNVSX (25.81) and VIMSX (25.11) have marching annual gain over last year. JNVSX return over 5 years is better than : 60.56 vs. VIMSX (56.75).
| JNVSX | VIMSX | JNVSX / 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 | 12.693 | 12.557 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 172B | 0% |
| Annual Yield % from dividends | 0.38 | 1.38 | 27% |
| Returns for 1 year | 25.81 | 25.11 | 103% |
| Returns for 3 years | 18.08 | 9.82 | 184% |
| Returns for 5 years | 60.56 | 56.75 | 107% |
| Returns for 10 years | 53.00 | 128.21 | 41% |