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JNVSX vs VIMSX
JNVSX vs VIMSX Comparison
Open Charts JNVSX vs VIMSX
Jensen Quality Mid Cap J
Price$19.41
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets153.41M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
JNVSX vs VIMSX Comparison Chart in %
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JNVSX vs. VIMSX commentary
Sep 08, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. JNVSX (153M). VIMSX pays higher dividends than JNVSX: VIMSX (1.35) vs JNVSX (0.36). 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: 24.87 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 : 15.02 vs. JNVSX (-2.43). VIMSX return over 5 years is better than : 64.92 vs. JNVSX (47.14).
| 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 | 3.634 | 9.679 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 199B | 0% |
| Annual Yield % from dividends | 0.36 | 1.35 | 26% |
| Returns for 1 year | -2.43 | 15.02 | -16% |
| Returns for 3 years | 26.89 | 41.01 | 66% |
| Returns for 5 years | 47.14 | 64.92 | 73% |
| Returns for 10 years | 66.78 | 140.93 | 47% |
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