| JVMAX | TCMVX | JVMAX / TCMVX | |
| Total Expense Ratio | 1.10 | 0.80 | 138% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 13.970 | 17.128 | 82% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.64B | 1,423% |
| Annual Yield % from dividends | 0.48 | 1.33 | 36% |
| Returns for 1 year | 2.50 | 11.18 | 22% |
| Returns for 3 years | 20.19 | 40.49 | 50% |
| Returns for 5 years | 13.80 | 6.73 | 205% |
| Returns for 10 years | 54.69 | 1.39 | 3,946% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VMACX | 53.38 | 0.62 | +1.18% |
| Virtus KAR Mid-Cap Core A | |||
| FTSAX | 47.03 | 0.53 | +1.14% |
| FullerThaler Behvrl S-M Cor Eq A | |||
| FTXSX | 65.92 | 0.64 | +0.98% |
| FullerThaler Behavioral Sm-Cp GrInstl | |||
| JACRX | 14.54 | 0.04 | +0.28% |
| Easterly Global Real Estate C | |||
| RLEFX | 40.42 | 0.09 | +0.22% |
| American Funds American Balanced R-5E | |||