Jensen Quality Growth Fund (JENSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JENSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JENSX
JENSX charges 0.81% annually. There are 239 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JENSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JENSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JENSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JENSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | JENSX vs SSSYX |
Best Risk-Adjusted Alternatives to JENSX
JENSX has a PortfoliosLab risk / return rank of 4. There are 384 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | JENSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | JENSX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | JENSX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | JENSX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | JENSX vs IGIAX |
Top Performing JENSX Alternatives (YTD)
JENSX is at -3.14% YTD. There are 389 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | JENSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | JENSX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | JENSX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | JENSX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | JENSX vs FLVCX |
Lowest Volatility Alternatives to JENSX
JENSX has 12.14% 1-year volatility. There are 92 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | JENSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | JENSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | JENSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | JENSX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | JENSX vs FSUVX |
Lowest Drawdown Alternatives to JENSX
JENSX has a 1-year max drawdown of -14.74%. There are 384 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | JENSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JENSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JENSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JENSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JENSX vs QUERX |
Other Mutual Funds from Jensen
The 1 most viewed Jensen mutual funds shown here include JNVSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Jensen Quality Value Fund | Mid Cap Blend Equities | 2 | -2.63% | — | Mar 2010 | JENSX vs JNVSX |
Often Compared With JENSX
Investors most often compare JENSX with SPLV, PRILX, FISPX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare JENSX with Any Fund or Stock
Compare JENSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JENSX with funds that move differently
Jensen Quality Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JENSX.
Explore JENSX Diversifiers