| JPPEX | VEMPX | JPPEX / VEMPX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,714% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 2,057% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 12.962 | 17.634 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 93.6B | 7% |
| Annual Yield % from dividends | 0.65 | 1.05 | 63% |
| Returns for 1 year | 7.00 | 23.90 | 29% |
| Returns for 3 years | 37.12 | 69.84 | 53% |
| Returns for 5 years | 12.99 | 36.17 | 36% |
| Returns for 10 years | 68.39 | 178.78 | 38% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AMAEX | 12.49 | 0.09 | +0.73% |
| American Century Small Cap Dividend Inv | |||
| SCRLX | 90.17 | 0.48 | +0.54% |
| Touchstone Large Cap Focused Instl | |||
| JUEAX | 28.37 | 0.08 | +0.28% |
| JPMorgan US Equity A | |||
| WFALX | 19.28 | 0.05 | +0.26% |
| Allspring Index Asset Allocation C | |||
| MLXAX | 32.36 | -0.19 | -0.58% |
| Catalyst Energy Infrastructure A | |||