| JVMAX | SAMVX | JVMAX / SAMVX | |
| Total Expense Ratio | 1.10 | 1.29 | 85% |
| Annual Report Gross Expense Ratio | 1.11 | 1.29 | 86% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 11.605 | 10.940 | 106% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.11B | 2,183% |
| Annual Yield % from dividends | 0.55 | 0.69 | 79% |
| Returns for 1 year | -1.71 | 3.55 | -48% |
| Returns for 3 years | 22.20 | 33.69 | 66% |
| Returns for 5 years | 45.17 | 21.70 | 208% |
| Returns for 10 years | 48.32 | 9.14 | 529% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DIVO | 45.25 | 0.36 | +0.80% |
| Amplify CWP Enhanced Dividend Income ETF | |||
| CHGX | 27.80 | 0.13 | +0.45% |
| EA SERIES TRUST STANCE SUSTAINABLE BETA ETF | |||
| DFCA | 50.16 | 0.09 | +0.18% |
| Dimensional California Municipal Bd ETF | |||
| XIDE | 30.34 | N/A | N/A |
| FT Vest U.S. Eq Buf & PrmIncETF-Dec | |||
| LIAK | 200.68 | N/A | N/A |
| Stone Ridge 2054 Inflation-Protected Longevity Income ETF | |||