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JNVYX vs VMCIX
JNVYX vs VMCIX Comparison
Open Charts JNVYX vs VMCIX
Jensen Quality Mid Cap Y
Price$18.92
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets179.9M
Vanguard Mid Cap Index Institutional
Price$74.90
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
JNVYX vs VMCIX Comparison Chart
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JNVYX vs. VMCIX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. JNVYX (180M). 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 : 20.83 vs. JNVYX (7.11). VMCIX return over 5 years is better than : 50.73 vs. JNVYX (43.95).
| 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 | 1.285 | 3.725 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 177B | 0% |
| Annual Yield % from dividends | 0.60 | 1.50 | 40% |
| Returns for 1 year | 7.11 | 20.83 | 34% |
| Returns for 3 years | 8.98 | 15.31 | 59% |
| Returns for 5 years | 43.95 | 50.73 | 87% |
| Returns for 10 years | N/A | 130.46 | - |