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JNVIX vs VMCIX
JNVIX vs VMCIX Comparison
Open Charts JNVIX vs VMCIX
Jensen Quality Mid Cap I
Price$18.96
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets154.86M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
JNVIX vs VMCIX Comparison Chart in %
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JNVIX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JNVIX (155M). VMCIX pays higher dividends than JNVIX: VMCIX (1.53) vs JNVIX (0.60). JNVIX was incepted earlier than VMCIX: JNVIX (15 years) vs VMCIX (27 years). JNVIX (0.85) is less costly to investors than VMCIX (0.04). JNVIX is a more actively managed with annual turnover of: 24.92 vs. VMCIX (16.00). JNVIX has a lower initial minimum investment than VMCIX: JNVIX (250000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. JNVIX (2.29). VMCIX return over 5 years is better than : 73.80 vs. JNVIX (57.81).
| JNVIX | VMCIX | JNVIX / VMCIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 1.554 | 7.629 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 185B | 0% |
| Annual Yield % from dividends | 0.60 | 1.53 | 39% |
| Returns for 1 year | 2.29 | 17.65 | 13% |
| Returns for 3 years | 27.51 | 43.12 | 64% |
| Returns for 5 years | 57.81 | 73.80 | 78% |
| Returns for 10 years | 56.34 | 127.60 | 44% |
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