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JNVIX vs VMCPX
JNVIX vs VMCPX Comparison
Open Charts JNVIX vs VMCPX
Jensen Quality Mid Cap I
Price$19.45
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets153.41M
Vanguard Mid Cap Index InstitutionalPlus
Price$391.25
Change+$0.80 (+0.20%)
VolumeN/A
Net Assets199.16B
JNVIX vs VMCPX Comparison Chart in %
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JNVIX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. JNVIX (153M). VMCPX pays higher dividends than JNVIX: VMCPX (1.48) vs JNVIX (0.58). JNVIX was incepted earlier than VMCPX: JNVIX (15 years) vs VMCPX (15 years). JNVIX (0.85) is less costly to investors than VMCPX (0.03). JNVIX is a more actively managed with annual turnover of: 24.87 vs. VMCPX (16.00). JNVIX has a lower initial minimum investment than VMCPX: JNVIX (250000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.67 vs. JNVIX (-0.91). VMCPX return over 5 years is better than : 66.52 vs. JNVIX (50.53).
| JNVIX | VMCPX | JNVIX / VMCPX | |
| Total Expense Ratio | 0.82 | 0.03 | 2,733% |
| Annual Report Gross Expense Ratio | 0.85 | 0.03 | 2,833% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 4.179 | 9.938 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 199B | 0% |
| Annual Yield % from dividends | 0.58 | 1.48 | 39% |
| Returns for 1 year | -0.91 | 16.67 | -5% |
| Returns for 3 years | 23.18 | 34.61 | 67% |
| Returns for 5 years | 50.53 | 66.52 | 76% |
| Returns for 10 years | 71.93 | 143.06 | 50% |
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