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JNVSX vs VMCIX
JNVSX vs VMCIX Comparison
Open Charts JNVSX vs VMCIX
Jensen Quality Mid Cap J
Price$18.94
Change+$0.14 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$73.32
Change+$1.15 (+1.59%)
VolumeN/A
CapitalizationN/A
JNVSX vs VMCIX Comparison Chart
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JNVSX vs. VMCIX commentary
Dec 23, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. JNVSX (201M). VMCIX pays higher dividends than JNVSX: VMCIX (1.50) vs JNVSX (0.38). JNVSX was incepted earlier than VMCIX: JNVSX (15 years) vs VMCIX (27 years). JNVSX is a more actively managed with annual turnover of: 15.57 vs. VMCIX (13.00). JNVSX has a lower initial minimum investment than VMCIX: JNVSX (2500) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 16.48 vs. JNVSX (5.65). VMCIX return over 5 years is better than : 51.70 vs. JNVSX (44.86).
| JNVSX | VMCIX | JNVSX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 4.598 | 15.451 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 190B | 0% |
| Annual Yield % from dividends | 0.38 | 1.50 | 25% |
| Returns for 1 year | 5.65 | 16.48 | 34% |
| Returns for 3 years | 5.89 | 8.12 | 73% |
| Returns for 5 years | 44.86 | 51.70 | 87% |
| Returns for 10 years | 50.03 | 119.38 | 42% |