| AMVRX | JVMIX | AMVRX / JVMIX | |
| Total Expense Ratio | 1.47 | 0.85 | 173% |
| Annual Report Gross Expense Ratio | 1.47 | 0.86 | 171% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 17.933 | 17.874 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.6B | 24.4B | 23% |
| Annual Yield % from dividends | 0.98 | 0.66 | 149% |
| Returns for 1 year | 5.82 | 9.25 | 63% |
| Returns for 3 years | 15.96 | 24.75 | 64% |
| Returns for 5 years | -8.17 | 18.01 | -45% |
| Returns for 10 years | 16.30 | 63.69 | 26% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RMDKX | 13.09 | 0.07 | +0.54% |
| American Funds U.S. Sm & Md Cp Eq R-5E | |||
| FFANX | 15.08 | N/A | N/A |
| Fidelity Asset Manager 40% | |||
| VETAX | 52.52 | N/A | N/A |
| Victory Sycamore Established Value A | |||
| IRVAX | 32.26 | N/A | N/A |
| Voya Russell Large Cap Value Idx Port A | |||
| CIMDX | 17.54 | N/A | N/A |
| Clarkston Founders Institutional | |||