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JNVSX vs VMCPX
JNVSX vs VMCPX Comparison
Open Charts JNVSX vs VMCPX
Jensen Quality Mid Cap J
Price$19.34
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets153.74M
Vanguard Mid Cap Index InstitutionalPlus
Price$386.72
Change+$0.83 (+0.22%)
VolumeN/A
Net Assets196.76B
JNVSX vs VMCPX Comparison Chart in %
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JNVSX vs. VMCPX commentary
Aug 20, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. JNVSX (154M). VMCPX pays higher dividends than JNVSX: VMCPX (1.51) vs JNVSX (0.37). JNVSX was incepted earlier than VMCPX: JNVSX (15 years) vs VMCPX (15 years). JNVSX (1.08) is less costly to investors than VMCPX (0.03). JNVSX is a more actively managed with annual turnover of: 24.92 vs. VMCPX (16.00). JNVSX has a lower initial minimum investment than VMCPX: JNVSX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.09 vs. JNVSX (-2.00). VMCPX return over 5 years is better than : 63.14 vs. JNVSX (47.05).
| JNVSX | VMCPX | JNVSX / VMCPX | |
| Total Expense Ratio | 1.05 | 0.03 | 3,500% |
| Annual Report Gross Expense Ratio | 1.08 | 0.03 | 3,600% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 3.261 | 8.431 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 197B | 0% |
| Annual Yield % from dividends | 0.37 | 1.51 | 25% |
| Returns for 1 year | -2.00 | 14.09 | -14% |
| Returns for 3 years | 17.19 | 29.72 | 58% |
| Returns for 5 years | 47.05 | 63.14 | 75% |
| Returns for 10 years | 66.73 | 138.99 | 48% |
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