Ad is loading...
JNVSX vs VMCIX
JNVSX vs VMCIX Comparison
Open Charts JNVSX vs VMCIX
Jensen Quality Mid Cap J
Price$17.47
Change+$0.25 (+1.45%)
VolumeN/A
Net Assets147.85M
Vanguard Mid Cap Index Institutional
Price$66.67
Change+$1.13 (+1.72%)
VolumeN/A
Net Assets175.23B
JNVSX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JNVSX vs. VMCIX commentary
Apr 14, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JNVSX (148M). VMCIX pays higher dividends than JNVSX: VMCIX (1.60) vs JNVSX (0.32). JNVSX was incepted earlier than VMCIX: JNVSX (15 years) vs VMCIX (27 years). JNVSX (1.08) is less costly to investors than VMCIX (0.04). JNVSX is a more actively managed with annual turnover of: 24.92 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 : 0.18 vs. JNVSX (-7.47). VMCIX return over 5 years is better than : 69.64 vs. JNVSX (59.91).
| JNVSX | VMCIX | JNVSX / VMCIX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.08 | 0.04 | 2,700% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -6.839 | -7.614 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 175B | 0% |
| Annual Yield % from dividends | 0.32 | 1.60 | 20% |
| Returns for 1 year | -7.47 | 0.18 | -4,242% |
| Returns for 3 years | 5.42 | 5.76 | 94% |
| Returns for 5 years | 59.91 | 69.64 | 86% |
| Returns for 10 years | 37.76 | 91.25 | 41% |