| JDIBX | VIHAX | JDIBX / VIHAX | |
| Total Expense Ratio | 1.11 | 0.17 | 653% |
| Annual Report Gross Expense Ratio | 1.12 | 0.17 | 659% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 32.741 | 27.338 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 13.8B | 42% |
| Annual Yield % from dividends | 1.21 | 3.92 | 31% |
| Returns for 1 year | 17.61 | 23.62 | 75% |
| Returns for 3 years | 35.40 | 50.32 | 70% |
| Returns for 5 years | 49.01 | 56.15 | 87% |
| Returns for 10 years | 57.75 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIRKX | 23.59 | 0.08 | +0.34% |
| BlackRock Sust Awr Advtg Lg Cp Cr K | |||
| PAEEX | 22.70 | 0.03 | +0.13% |
| Putnam Dynamic Asset Allocation Gr R6 | |||
| TRQZX | 101.62 | 0.02 | +0.02% |
| T. Rowe Price Mid-Cap Growth Z | |||
| AUUYX | 25.25 | N/A | N/A |
| AB Select US Equity Advisor | |||
| USPCX | 30.49 | -0.17 | -0.55% |
| Union Street Partners Value C | |||