JVMAX | SVUIX | JVMAX / SVUIX | |
Total Expense Ratio | 1.10 | 0.92 | 120% |
Annual Report Gross Expense Ratio | 1.11 | 0.97 | 114% |
Fund Existence | 28 years | 17 years | - |
Gain YTD | 9.048 | 5.005 | 181% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 2000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 23.7B | 300M | 7,900% |
Annual Yield % from dividends | 0.55 | 3.80 | 14% |
Returns for 1 year | -6.10 | -44.84 | 14% |
Returns for 3 years | 22.95 | -46.15 | -50% |
Returns for 5 years | 43.73 | -44.09 | -99% |
Returns for 10 years | 44.99 | -53.16 | -85% |