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JNVIX vs VIMSX
JNVIX vs VIMSX Comparison
Open Charts JNVIX vs VIMSX
Jensen Quality Mid Cap I
Price$18.96
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets154.86M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
JNVIX vs VIMSX Comparison Chart in %
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JNVIX vs. VIMSX commentary
Jul 06, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. JNVIX (155M). VIMSX pays higher dividends than JNVIX: VIMSX (1.40) vs JNVIX (0.60). 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: 24.92 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 : 17.63 vs. JNVIX (2.29). VIMSX return over 5 years is better than : 73.64 vs. JNVIX (57.81).
| 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 | 1.554 | 7.625 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 185B | 0% |
| Annual Yield % from dividends | 0.60 | 1.40 | 43% |
| Returns for 1 year | 2.29 | 17.63 | 13% |
| Returns for 3 years | 27.51 | 43.06 | 64% |
| Returns for 5 years | 57.81 | 73.64 | 78% |
| Returns for 10 years | 56.34 | 127.44 | 44% |