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JNVSX vs VMCIX
JNVSX vs VMCIX Comparison
Open Charts JNVSX vs VMCIX
Jensen Quality Mid Cap J
Price$19.32
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets183.3M
Vanguard Mid Cap Index Institutional
Price$75.68
Change-$0.22 (-0.29%)
VolumeN/A
Net Assets176.87B
JNVSX vs VMCIX Comparison Chart
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JNVSX vs. VMCIX commentary
Jan 23, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. JNVSX (183M). 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 : 20.31 vs. JNVSX (6.76). VMCIX return over 5 years is better than : 53.49 vs. JNVSX (45.68).
| 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 | 2.930 | 4.805 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 177B | 0% |
| Annual Yield % from dividends | 0.38 | 1.50 | 25% |
| Returns for 1 year | 6.76 | 20.31 | 33% |
| Returns for 3 years | 13.35 | 21.34 | 63% |
| Returns for 5 years | 45.68 | 53.49 | 85% |
| Returns for 10 years | 56.10 | 128.92 | 44% |
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