| JDMAX | VMCCX | JDMAX / VMCCX | |
| Total Expense Ratio | 1.14 | 1.95 | 58% |
| Annual Report Gross Expense Ratio | 1.14 | 2.03 | 56% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 11.436 | 3.486 | 328% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 1.67B | 1,302% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.86 | -4.64 | -148% |
| Returns for 3 years | 17.13 | 7.02 | 244% |
| Returns for 5 years | -12.83 | -1.24 | 1,035% |
| Returns for 10 years | 61.51 | 123.57 | 50% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VSFIX | 30.69 | 0.16 | +0.52% |
| Federated Hermes MDT Small Cap Value IS | |||
| BMGCX | 16.56 | 0.05 | +0.30% |
| BlackRock Mid-Cap Growth Equity Inv C | |||
| NRREX | 15.44 | 0.03 | +0.19% |
| Neuberger Real Estate R6 | |||
| TLISX | 15.63 | 0.03 | +0.19% |
| Nuveen Quant Intl Small Cap Eq A | |||
| CLBEX | 41.02 | -0.17 | -0.41% |
| American Funds American Balanced 529-E | |||