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JNVSX vs VMCPX
JNVSX vs VMCPX Comparison
Open Charts JNVSX vs VMCPX
Jensen Quality Mid Cap J
Price$19.75
Change-$1.15 (-5.50%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$373.03
Change-$0.48 (-0.13%)
VolumeN/A
CapitalizationN/A
JNVSX vs VMCPX Comparison Chart
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JNVSX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. JNVSX (216M). VMCPX pays higher dividends than JNVSX: VMCPX (1.51) vs JNVSX (0.38). JNVSX was incepted earlier than VMCPX: JNVSX (15 years) vs VMCPX (14 years). JNVSX is a more actively managed with annual turnover of: 15.57 vs. VMCPX (13.00). JNVSX has a lower initial minimum investment than VMCPX: JNVSX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 30.18 vs. JNVSX (19.84). VMCPX return over 5 years is better than : 61.44 vs. JNVSX (48.97).
| JNVSX | VMCPX | JNVSX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 8.995 | 19.109 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 175B | 0% |
| Annual Yield % from dividends | 0.38 | 1.51 | 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 | 61.44 | 80% |
| Returns for 10 years | 41.15 | 133.08 | 31% |