Jensen Quality Value Fund (JNVSX) belongs to the Mid 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 JNVSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JNVSX
JNVSX charges 1.05% annually. There are 88 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | JNVSX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | JNVSX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | JNVSX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | JNVSX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | JNVSX vs FSMAX |
Best Risk-Adjusted Alternatives to JNVSX
JNVSX has a PortfoliosLab risk / return rank of 2. There are 123 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | JNVSX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | JNVSX vs VSEQX | |
| Gotham Enhanced Return Fund | 84 | — | May 2013 | JNVSX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 81 | — | Mar 2006 | JNVSX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | JNVSX vs FZAMX |
Top Performing JNVSX Alternatives (YTD)
JNVSX is at 0.78% YTD. There are 125 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 39.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 39.46% | — | Jan 2005 | JNVSX vs PFSLX | |
| 13D Activist Fund | 31.30% | — | Dec 2011 | JNVSX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 29.91% | — | Aug 2015 | JNVSX vs FZFLX | |
| Hodges Fund | 26.73% | — | Oct 1992 | JNVSX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | JNVSX vs FZAMX |
Lowest Volatility Alternatives to JNVSX
JNVSX has 12.95% 1-year volatility. There are 14 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.68% | — | Dec 2002 | JNVSX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | JNVSX vs TLVAX | |
| Boston Trust Midcap Fund | 11.77% | — | — | JNVSX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.89% | — | Aug 2011 | JNVSX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | JNVSX vs RSINX |
Lowest Drawdown Alternatives to JNVSX
JNVSX has a 1-year max drawdown of -10.42%. There are 90 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | JNVSX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | JNVSX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | JNVSX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | JNVSX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | JNVSX vs DNLDX |
Other Mutual Funds from Jensen
The 1 most viewed Jensen mutual funds shown here include JENSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Jensen Quality Growth Fund | Large Cap Blend Equities | 5 | 0.32% | — | Aug 1992 | JNVSX vs JENSX |
Often Compared With JNVSX
Investors most often compare JNVSX with FNKFX, FMIMX, WOOPX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JNVSX with Any Fund or Stock
Compare JNVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JNVSX with funds that move differently
Jensen Quality Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JNVSX.
Explore JNVSX Diversifiers