The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JVAIX | VIVIX | JVAIX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.03 | 2,333% |
| Annual Report Gross Expense Ratio | 0.70 | 0.03 | 2,333% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 17.004 | 18.843 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 262B | 3% |
| Annual Yield % from dividends | 1.23 | 1.82 | 67% |
| Returns for 1 year | 7.65 | 24.07 | 32% |
| Returns for 3 years | 27.36 | 59.55 | 46% |
| Returns for 5 years | 3.04 | 60.49 | 5% |
| Returns for 10 years | 61.13 | 157.46 | 39% |