| JPVZX | TRWTX | JPVZX / TRWTX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 1.60 | 0.76 | 211% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 36.491 | 24.194 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 4.38B | 45% |
| Annual Yield % from dividends | 2.96 | 2.19 | 135% |
| Returns for 1 year | 35.62 | 22.54 | 158% |
| Returns for 3 years | 78.01 | 49.63 | 157% |
| Returns for 5 years | 97.20 | 51.94 | 187% |
| Returns for 10 years | 91.55 | 71.85 | 127% |