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JNVYX vs VMCPX
JNVYX vs VMCPX Comparison
Open Charts JNVYX vs VMCPX
Jensen Quality Mid Cap Y
Price$18.87
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets171.38M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
JNVYX vs VMCPX Comparison Chart
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JNVYX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. JNVYX (171M). 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 : 14.06 vs. JNVYX (2.61). VMCPX (48.48) and JNVYX (46.17) have equivalent 5 years return.
| 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 | 1.017 | 2.485 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 185B | 0% |
| Annual Yield % from dividends | 0.60 | 1.51 | 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 | 114.38 | - |