| JFEAX | TRWTX | JFEAX / TRWTX | |
| Total Expense Ratio | 1.00 | 0.76 | 132% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 36.846 | 24.194 | 152% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 4.38B | 45% |
| Annual Yield % from dividends | 3.13 | 2.19 | 143% |
| Returns for 1 year | 36.02 | 22.54 | 160% |
| Returns for 3 years | 79.25 | 49.63 | 160% |
| Returns for 5 years | 99.69 | 51.94 | 192% |
| Returns for 10 years | 95.95 | 71.85 | 134% |