The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JDVVX | RMFEX | JDVVX / RMFEX | |
| Total Expense Ratio | 0.65 | 0.62 | 105% |
| Annual Report Gross Expense Ratio | 0.66 | 0.62 | 106% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 19.428 | 9.745 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 118B | 17% |
| Annual Yield % from dividends | 0.72 | 1.41 | 51% |
| Returns for 1 year | 19.78 | 8.11 | 244% |
| Returns for 3 years | 34.81 | 36.84 | 94% |
| Returns for 5 years | 20.27 | 36.54 | 55% |
| Returns for 10 years | 74.85 | 99.30 | 75% |