| DODGX | JLVRX | DODGX / JLVRX | |
| Total Expense Ratio | 0.51 | 0.54 | 94% |
| Annual Report Gross Expense Ratio | 0.51 | 0.60 | 85% |
| Fund Existence | 62 years | 20 years | - |
| Gain YTD | 8.036 | 11.801 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 4.95B | 2,486% |
| Annual Yield % from dividends | 1.04 | 1.08 | 96% |
| Returns for 1 year | 8.24 | 9.67 | 85% |
| Returns for 3 years | 111.44 | 32.64 | 341% |
| Returns for 5 years | 163.47 | 30.06 | 544% |
| Returns for 10 years | 476.28 | 105.46 | 452% |