| JDSRX | VSCAX | JDSRX / VSCAX | |
| Total Expense Ratio | 1.73 | 1.10 | 157% |
| Annual Report Gross Expense Ratio | 1.73 | 1.10 | 157% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 16.327 | 22.916 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 11.1B | 11% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | 24.21 | 29.96 | 81% |
| Returns for 3 years | 14.98 | 58.18 | 26% |
| Returns for 5 years | 12.43 | 56.23 | 22% |
| Returns for 10 years | 36.17 | 97.84 | 37% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OIEIX | 27.93 | 0.22 | +0.79% |
| JPMorgan Equity Income A | |||
| HFYTX | 15.98 | N/A | N/A |
| Hartford Schroders Intl Multi-Cp Val R5 | |||
| SPMIX | 29.23 | -0.04 | -0.14% |
| Shelton S&P Midcap Index Investor | |||
| GSMAX | 20.62 | -0.03 | -0.15% |
| Goldman Sachs Small/Mid Cap Growth A | |||
| TRACX | 22.78 | -0.04 | -0.18% |
| PGIM Quant Solutions Small-Cap Val C | |||