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JNVSX vs VIMSX
JNVSX vs VIMSX Comparison
Open Charts JNVSX vs VIMSX
Jensen Quality Mid Cap J
Price$17.22
Change-$0.37 (-2.10%)
VolumeN/A
Net Assets148.93M
Vanguard Mid Cap Index Investor
Price$65.41
Change-$2.07 (-3.07%)
VolumeN/A
Net Assets175.23B
JNVSX vs VIMSX Comparison Chart
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JNVSX vs. VIMSX commentary
Apr 11, 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 (149M). VIMSX pays higher dividends than JNVSX: VIMSX (1.46) 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 (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 : 1.66 vs. JNVSX (-7.08). VIMSX return over 5 years is better than : 71.88 vs. JNVSX (61.01).
| 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 | -6.199 | -6.314 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 175B | 0% |
| Annual Yield % from dividends | 0.32 | 1.46 | 22% |
| Returns for 1 year | -7.08 | 1.66 | -426% |
| Returns for 3 years | 5.45 | 6.82 | 80% |
| Returns for 5 years | 61.01 | 71.88 | 85% |
| Returns for 10 years | 39.02 | 93.91 | 42% |
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