Jensen Quality Value Fund (JNVSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JNVSX
JNVSX charges 1.05% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among JNVSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | JNVSX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | JNVSX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | JNVSX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | JNVSX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | JNVSX vs VEMPX |
Best Risk-Adjusted Alternatives to JNVSX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | JNVSX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | JNVSX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | JNVSX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | JNVSX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | JNVSX vs BIGTX |
Top Performing JNVSX Alternatives (YTD)
JNVSX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | JNVSX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | JNVSX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | JNVSX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | JNVSX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | JNVSX vs FTSIX |
Lowest Volatility Alternatives to JNVSX
JNVSX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | JNVSX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | JNVSX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | JNVSX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | JNVSX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | JNVSX vs GABVX |
Lowest Drawdown Alternatives to JNVSX
JNVSX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | JNVSX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | JNVSX vs LLSCX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | JNVSX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | JNVSX vs KMVAX | |
| Government Street Mid Cap Fund | -11.61% | Nov 17, 2003 | JNVSX vs GVMCX |
Other Mutual Funds from Jensen
Most popular Jensen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Jensen Quality Growth Fund | Large Cap Blend Equities | 2 | -12.75% | Aug 3, 1992 | JNVSX vs JENSX |
Often Compared With JNVSX
What investors most often compare with JNVSX, 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.