| JVMTX | SEVSX | JVMTX / SEVSX | |
| Total Expense Ratio | 0.99 | 2.00 | 50% |
| Annual Report Gross Expense Ratio | 1.10 | 2.00 | 55% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 17.754 | 13.028 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 303M | 8,020% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 9.06 | 3.06 | 296% |
| Returns for 3 years | 24.19 | -1.51 | -1,597% |
| Returns for 5 years | 17.31 | -13.37 | -129% |
| Returns for 10 years | 61.91 | -1.68 | -3,683% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RMDDX | 13.09 | 0.07 | +0.54% |
| American Funds U.S. Sm & Md Cp Eq R-1 | |||
| MCSDX | 39.25 | 0.18 | +0.46% |
| NYLI WMC Enduring Capital Class R6 | |||
| GETGX | 51.28 | N/A | N/A |
| Victory Sycamore Established Value R | |||
| FIKYX | 15.08 | N/A | N/A |
| Fidelity Advisor Asset Manager 40% Z | |||
| CFMDX | 17.61 | N/A | N/A |
| Clarkston Founders Founders | |||