| HIMVX | JVMTX | HIMVX / JVMTX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.24 | 1.10 | 113% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 23.278 | 13.051 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 23.2B | 2% |
| Annual Yield % from dividends | 0.77 | 0.54 | 143% |
| Returns for 1 year | 18.67 | 2.20 | 850% |
| Returns for 3 years | 47.91 | 21.01 | 228% |
| Returns for 5 years | 44.50 | 15.32 | 290% |
| Returns for 10 years | 82.09 | 58.64 | 140% |