| ALOYX | JDMAX | ALOYX / JDMAX | |
| Total Expense Ratio | 0.74 | 1.14 | 65% |
| Annual Report Gross Expense Ratio | 0.83 | 1.14 | 73% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 9.182 | 3.624 | 253% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 21.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.18 | -3.40 | -270% |
| Returns for 3 years | 82.49 | 9.78 | 843% |
| Returns for 5 years | 2.15 | -19.68 | -11% |
| Returns for 10 years | N/A | 51.30 | - |