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JNVIX vs VIMSX
JNVIX vs VIMSX Comparison
Open Charts JNVIX vs VIMSX
Jensen Quality Mid Cap I
Price$19.45
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets153.41M
Vanguard Mid Cap Index Investor
Price$79.16
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
JNVIX vs VIMSX Comparison Chart in %
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JNVIX vs. VIMSX commentary
Sep 09, 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 JNVIX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. JNVIX (153M). VIMSX pays higher dividends than JNVIX: VIMSX (1.35) vs JNVIX (0.58). JNVIX was incepted earlier than VIMSX: JNVIX (15 years) vs VIMSX (27 years). JNVIX (0.85) is less costly to investors than VIMSX (0.17). JNVIX is a more actively managed with annual turnover of: 24.87 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than JNVIX: VIMSX (3000) vs JNVIX (250000). VIMSX annual gain was more profitable for investors over the last year : 16.64 vs. JNVIX (-0.91). VIMSX return over 5 years is better than : 66.39 vs. JNVIX (50.53).
| JNVIX | VIMSX | JNVIX / VIMSX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 4.179 | 9.901 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 199B | 0% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | -0.91 | 16.64 | -5% |
| Returns for 3 years | 23.18 | 34.54 | 67% |
| Returns for 5 years | 50.53 | 66.39 | 76% |
| Returns for 10 years | 71.93 | 142.88 | 50% |
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