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JNVSX vs VIMSX
JNVSX vs VIMSX Comparison
Open Charts JNVSX vs VIMSX
Jensen Quality Mid Cap J
Price$19.75
Change-$1.15 (-5.50%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$75.48
Change-$0.10 (-0.13%)
VolumeN/A
CapitalizationN/A
JNVSX vs VIMSX Comparison Chart
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JNVSX vs. VIMSX commentary
Nov 14, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. JNVSX (216M). VIMSX pays higher dividends than JNVSX: VIMSX (1.38) vs JNVSX (0.38). JNVSX was incepted earlier than VIMSX: JNVSX (15 years) vs VIMSX (27 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). VIMSX annual gain was more profitable for investors over the last year : 30.15 vs. JNVSX (19.84). VIMSX return over 5 years is better than : 61.30 vs. JNVSX (48.97).
| JNVSX | VIMSX | JNVSX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 8.995 | 19.073 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 175B | 0% |
| Annual Yield % from dividends | 0.38 | 1.38 | 27% |
| Returns for 1 year | 19.84 | 30.15 | 66% |
| Returns for 3 years | 4.67 | 7.42 | 63% |
| Returns for 5 years | 48.97 | 61.30 | 80% |
| Returns for 10 years | 41.15 | 132.61 | 31% |
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