The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JSMGX | VSGIX | JSMGX / VSGIX | |
| Total Expense Ratio | 0.78 | 0.05 | 1,560% |
| Annual Report Gross Expense Ratio | 0.78 | 0.05 | 1,560% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 14.296 | 14.687 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.6B | 44.7B | 13% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 9.28 | 19.18 | 48% |
| Returns for 3 years | 12.37 | 50.14 | 25% |
| Returns for 5 years | -26.99 | 17.31 | -156% |
| Returns for 10 years | 24.73 | 165.94 | 15% |