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JNVSX vs VMCIX
JNVSX vs VMCIX Comparison
Open Charts JNVSX vs VMCIX
Jensen Quality Value J
Price$20.42
Change-$0.09 (-0.44%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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JNVSX vs VMCIX Comparison Chart
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JNVSX vs. VMCIX commentary
Sep 21, 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: 172B vs. JNVSX (213M). VMCIX pays higher dividends than JNVSX: VMCIX (1.50) vs JNVSX (0.38). JNVSX was incepted earlier than VMCIX: JNVSX (14 years) vs VMCIX (26 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). JNVSX (25.81) and VMCIX (25.16) have marching annual gain over last year. JNVSX return over 5 years is better than : 60.56 vs. VMCIX (56.92).
| JNVSX | VMCIX | JNVSX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 12.693 | 12.579 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 172B | 0% |
| Annual Yield % from dividends | 0.38 | 1.50 | 25% |
| Returns for 1 year | 25.81 | 25.16 | 103% |
| Returns for 3 years | 18.08 | 9.84 | 184% |
| Returns for 5 years | 60.56 | 56.92 | 106% |
| Returns for 10 years | 53.00 | 128.67 | 41% |