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JNVYX vs VMCPX
JNVYX vs VMCPX Comparison
Open Charts JNVYX vs VMCPX
Jensen Quality Mid Cap Y
Price$18.75
Change-$0.52 (-2.70%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
JNVYX vs VMCPX Comparison Chart
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JNVYX vs. VMCPX commentary
Dec 19, 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 JNVYX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. JNVYX (209M). 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 : 18.84 vs. JNVYX (8.54).
| 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 | 7.217 | 17.838 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 190B | 0% |
| Annual Yield % from dividends | 0.60 | 1.51 | 40% |
| Returns for 1 year | 8.54 | 18.84 | 45% |
| Returns for 3 years | 8.36 | 11.38 | 73% |
| Returns for 5 years | N/A | 55.78 | - |
| Returns for 10 years | N/A | 125.64 | - |