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JNVSX vs VMCIX
JNVSX vs VMCIX Comparison
Open Charts JNVSX vs VMCIX
Jensen Quality Mid Cap J
Price$19.75
Change-$1.15 (-5.50%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$75.64
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
JNVSX vs VMCIX Comparison Chart
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JNVSX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JNVSX (216M). 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 : 30.18 vs. JNVSX (19.84). VMCIX return over 5 years is better than : 61.42 vs. JNVSX (48.97).
| 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 | 8.995 | 19.104 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 175B | 0% |
| Annual Yield % from dividends | 0.38 | 1.50 | 25% |
| Returns for 1 year | 19.84 | 30.18 | 66% |
| Returns for 3 years | 4.67 | 7.46 | 63% |
| Returns for 5 years | 48.97 | 61.42 | 80% |
| Returns for 10 years | 41.15 | 132.98 | 31% |
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