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JNVYX vs VMCPX
JNVYX vs VMCPX Comparison
Open Charts JNVYX vs VMCPX
Jensen Quality Mid Cap Y
Price$18.92
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets179.9M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
JNVYX vs VMCPX Comparison Chart
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JNVYX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. JNVYX (180M). VMCPX pays higher dividends than JNVYX: VMCPX (1.51) vs JNVYX (0.60). JNVYX was incepted earlier than VMCPX: JNVYX (5 years) vs VMCPX (14 years). JNVYX is a more actively managed with annual turnover of: 15.57 vs. VMCPX (13.00). JNVYX has a lower initial minimum investment than VMCPX: JNVYX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 20.83 vs. JNVYX (7.11). VMCPX return over 5 years is better than : 50.74 vs. JNVYX (43.95).
| JNVYX | VMCPX | JNVYX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 1.285 | 3.732 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 177B | 0% |
| Annual Yield % from dividends | 0.60 | 1.51 | 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 | 50.74 | 87% |
| Returns for 10 years | N/A | 130.53 | - |