| JVMCX | SDVRX | JVMCX / SDVRX | |
| Total Expense Ratio | 1.85 | 1.45 | 128% |
| Annual Report Gross Expense Ratio | 1.86 | 5.93 | 31% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 6.877 | 7.674 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 161M | 14,596% |
| Annual Yield % from dividends | 0.00 | 1.03 | - |
| Returns for 1 year | -7.96 | 4.52 | -176% |
| Returns for 3 years | 9.36 | 28.26 | 33% |
| Returns for 5 years | 26.91 | 68.67 | 39% |
| Returns for 10 years | 32.70 | 44.89 | 73% |