The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JDMAX | VAKSX | JDMAX / VAKSX | |
| Total Expense Ratio | 1.14 | 1.20 | 95% |
| Annual Report Gross Expense Ratio | 1.14 | 2.26 | 50% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 7.917 | -1.386 | -571% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 6.14M | 353,420% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.62 | -11.39 | -14% |
| Returns for 3 years | 13.28 | 6.30 | 211% |
| Returns for 5 years | -17.35 | -12.78 | 136% |
| Returns for 10 years | 52.91 | N/A | - |