| JDVIX | TRIGX | JDVIX / TRIGX | |
| Total Expense Ratio | 0.86 | 0.87 | 99% |
| Annual Report Gross Expense Ratio | 0.87 | 0.87 | 100% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 33.025 | 35.315 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 16.3B | 35% |
| Annual Yield % from dividends | 1.41 | 1.90 | 74% |
| Returns for 1 year | 17.87 | 34.53 | 52% |
| Returns for 3 years | 36.06 | 78.01 | 46% |
| Returns for 5 years | 50.20 | 87.15 | 58% |
| Returns for 10 years | 60.36 | 102.23 | 59% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIRIX | 23.56 | 0.08 | +0.34% |
| BlackRock Sust Awr Advtg Lg Cp Cr Instl | |||
| PADEX | 23.48 | 0.04 | +0.17% |
| Putnam Dynamic Asset Allocation Gr R5 | |||
| RPTIX | 100.35 | N/A | N/A |
| T. Rowe Price Mid-Cap Growth I | |||
| AUUAX | 25.15 | N/A | N/A |
| AB Select US Equity A | |||
| USPFX | 32.87 | -0.18 | -0.54% |
| Union Street Partners Value Advisor | |||