| JUEQX | VTSAX | JUEQX / VTSAX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.71 | 0.04 | 1,775% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 6.279 | 12.874 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1B | 2.29T | 1% |
| Annual Yield % from dividends | 0.36 | 1.05 | 34% |
| Returns for 1 year | 6.57 | 21.03 | 31% |
| Returns for 3 years | 46.63 | 74.30 | 63% |
| Returns for 5 years | 29.30 | 66.56 | 44% |
| Returns for 10 years | N/A | 249.88 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FKKSX | 50.93 | 0.46 | +0.91% |
| Federated Hermes Kaufmann Small Cap R | |||
| SNTFX | 24.03 | 0.19 | +0.80% |
| Steward Values Enhanced International R6 | |||
| RPMVX | 18.45 | 0.10 | +0.54% |
| Reinhart Mid Cap PMV Adv | |||
| MIFOX | 30.22 | 0.11 | +0.37% |
| Marsico Focus Institutional | |||
| RRFDX | 45.20 | 0.16 | +0.36% |
| T. Rowe Price Equity Income R | |||