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JNVSX vs VIMSX
JNVSX vs VIMSX Comparison
Open Charts JNVSX vs VIMSX
Jensen Quality Mid Cap J
Price$19.01
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
JNVSX vs VIMSX Comparison Chart in %
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JNVSX vs. VIMSX commentary
Jul 07, 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 JNVSX is a StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. JNVSX (155M). VIMSX pays higher dividends than JNVSX: VIMSX (1.40) vs JNVSX (0.37). JNVSX was incepted earlier than VIMSX: JNVSX (15 years) vs VIMSX (27 years). JNVSX (1.08) is less costly to investors than VIMSX (0.17). JNVSX is a more actively managed with annual turnover of: 24.92 vs. VIMSX (16.00). JNVSX has a lower initial minimum investment than VIMSX: JNVSX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.63 vs. JNVSX (2.05). VIMSX return over 5 years is better than : 73.64 vs. JNVSX (56.23).
| JNVSX | VIMSX | JNVSX / VIMSX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 1.499 | 7.625 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 185B | 0% |
| Annual Yield % from dividends | 0.37 | 1.40 | 26% |
| Returns for 1 year | 2.05 | 17.63 | 12% |
| Returns for 3 years | 27.50 | 43.06 | 64% |
| Returns for 5 years | 56.23 | 73.64 | 76% |
| Returns for 10 years | 53.91 | 127.44 | 42% |
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