Ad is loading...
JNVYX vs VMCIX
JNVYX vs VMCIX Comparison
Open Charts JNVYX vs VMCIX
Jensen Quality Mid Cap Y
Price$18.87
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets171.38M
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
JNVYX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JNVYX vs. VMCIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JNVYX (171M). VMCIX pays higher dividends than JNVYX: VMCIX (1.50) vs JNVYX (0.60). JNVYX was incepted earlier than VMCIX: JNVYX (5 years) vs VMCIX (27 years). JNVYX is a more actively managed with annual turnover of: 15.57 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 : 14.06 vs. JNVYX (2.61). VMCIX (48.48) and JNVYX (46.17) have equivalent 5 years return.
| JNVYX | VMCIX | JNVYX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 1.017 | 2.479 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 185B | 0% |
| Annual Yield % from dividends | 0.60 | 1.50 | 40% |
| Returns for 1 year | 2.61 | 14.06 | 19% |
| Returns for 3 years | 15.93 | 19.70 | 81% |
| Returns for 5 years | 46.17 | 48.48 | 95% |
| Returns for 10 years | N/A | 114.31 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...