| JVMIX | LYRCX | JVMIX / LYRCX | |
| Total Expense Ratio | 0.85 | 1.99 | 43% |
| Annual Report Gross Expense Ratio | 0.86 | 2.56 | 34% |
| Fund Existence | 29 years | 4 years | - |
| Gain YTD | 13.833 | 14.352 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.3B | 1,790% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 4.70 | 10.00 | 47% |
| Returns for 3 years | 22.22 | 58.91 | 38% |
| Returns for 5 years | 16.69 | N/A | - |
| Returns for 10 years | 58.39 | N/A | - |