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JNVYX vs VMCPX
JNVYX vs VMCPX Comparison
Open Charts JNVYX vs VMCPX
Jensen Quality Mid Cap Y
Price$19.07
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets153.53M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
JNVYX vs VMCPX Comparison Chart in %
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JNVYX vs. VMCPX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. JNVYX (154M). VMCPX pays higher dividends than JNVYX: VMCPX (1.54) vs JNVYX (0.62). JNVYX was incepted earlier than VMCPX: JNVYX (6 years) vs VMCPX (15 years). JNVYX (0.83) is less costly to investors than VMCPX (0.03). JNVYX is a more actively managed with annual turnover of: 24.92 vs. VMCPX (16.00). 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 : 17.91 vs. JNVYX (0.43). VMCPX return over 5 years is better than : 70.93 vs. JNVYX (51.25).
| JNVYX | VMCPX | JNVYX / VMCPX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.83 | 0.03 | 2,767% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 2.428 | 9.831 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 192B | 0% |
| Annual Yield % from dividends | 0.62 | 1.54 | 40% |
| Returns for 1 year | 0.43 | 17.91 | 2% |
| Returns for 3 years | 25.69 | 42.13 | 61% |
| Returns for 5 years | 51.25 | 70.93 | 72% |
| Returns for 10 years | N/A | 132.70 | - |
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