| 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 | 25.489 | 17.244 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 24.1B | 2% |
| Annual Yield % from dividends | 0.78 | 0.55 | 142% |
| Returns for 1 year | 26.17 | 10.44 | 251% |
| Returns for 3 years | 52.04 | 27.34 | 190% |
| Returns for 5 years | 45.84 | 19.64 | 233% |
| Returns for 10 years | 80.45 | 61.13 | 132% |