| JSIVX | SSGSX | JSIVX / SSGSX | |
| Total Expense Ratio | 1.18 | 1.23 | 96% |
| Annual Report Gross Expense Ratio | 1.18 | 1.23 | 96% |
| Fund Existence | 42 years | 27 years | - |
| Gain YTD | 17.015 | 19.825 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 4.33B | 29% |
| Annual Yield % from dividends | 0.53 | 0.52 | 102% |
| Returns for 1 year | 20.50 | 18.75 | 109% |
| Returns for 3 years | 25.93 | 15.80 | 164% |
| Returns for 5 years | 19.29 | -0.19 | -10,415% |
| Returns for 10 years | 45.21 | 36.80 | 123% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AVENX | 17.88 | 0.16 | +0.90% |
| Avantis® Emerging Markets Equity G | |||
| RGBHX | 43.24 | 0.22 | +0.51% |
| American Funds Global Balanced R-5E | |||
| CMSHX | 40.97 | 0.17 | +0.42% |
| Columbia Small Cap Growth S | |||
| EIFGX | 26.95 | 0.11 | +0.41% |
| Eaton Vance Focused Growth Opps I | |||
| PRCHX | 30.16 | 0.01 | +0.03% |
| T. Rowe Price Cap Apprec And Inc I | |||