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JNVSX vs VMCPX
JNVSX vs VMCPX Comparison
Open Charts JNVSX vs VMCPX
Jensen Quality Value J
Price$20.42
Change-$0.09 (-0.44%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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JNVSX vs VMCPX Comparison Chart
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JNVSX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. JNVSX (213M). VMCPX pays higher dividends than JNVSX: VMCPX (1.51) vs JNVSX (0.38). JNVSX was incepted earlier than VMCPX: JNVSX (14 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). JNVSX (25.81) and VMCPX (25.17) have marching annual gain over last year. JNVSX return over 5 years is better than : 60.56 vs. VMCPX (56.93).
| JNVSX | VMCPX | JNVSX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 12.693 | 12.593 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 172B | 0% |
| Annual Yield % from dividends | 0.38 | 1.51 | 25% |
| Returns for 1 year | 25.81 | 25.17 | 103% |
| Returns for 3 years | 18.08 | 9.85 | 184% |
| Returns for 5 years | 60.56 | 56.93 | 106% |
| Returns for 10 years | 53.00 | 128.75 | 41% |