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JNVYX vs VMCIX
JNVYX vs VMCIX Comparison
Open Charts JNVYX vs VMCIX
Jensen Quality Mid Cap Y
Price$17.42
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets146.72M
Vanguard Mid Cap Index Institutional
Price$67.21
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
JNVYX vs VMCIX Comparison Chart
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JNVYX vs. VMCIX commentary
Apr 18, 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 JNVYX is a StrongBuy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JNVYX (147M). VMCIX pays higher dividends than JNVYX: VMCIX (1.60) vs JNVYX (0.57). JNVYX was incepted earlier than VMCIX: JNVYX (5 years) vs VMCIX (27 years). JNVYX (0.83) is less costly to investors than VMCIX (0.04). JNVYX is a more actively managed with annual turnover of: 24.92 vs. VMCIX (13.00). JNVYX has a lower initial minimum investment than VMCIX: JNVYX (1000000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 3.83 vs. JNVYX (-4.93). VMCIX return over 5 years is better than : 67.49 vs. JNVYX (59.20).
| JNVYX | VMCIX | JNVYX / VMCIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.83 | 0.04 | 2,075% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | -7.364 | -7.614 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 175B | 0% |
| Annual Yield % from dividends | 0.57 | 1.60 | 36% |
| Returns for 1 year | -4.93 | 3.83 | -129% |
| Returns for 3 years | 6.25 | 5.78 | 108% |
| Returns for 5 years | 59.20 | 67.49 | 88% |
| Returns for 10 years | N/A | 91.31 | - |