| JVSIX | MVCAX | JVSIX / MVCAX | |
| Total Expense Ratio | 1.01 | 0.97 | 104% |
| Annual Report Gross Expense Ratio | 1.29 | 0.98 | 132% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 12.121 | 7.715 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3M | 16.8B | 0% |
| Annual Yield % from dividends | 0.30 | 1.16 | 26% |
| Returns for 1 year | 19.00 | 9.57 | 198% |
| Returns for 3 years | 32.67 | 21.83 | 150% |
| Returns for 5 years | 18.55 | 9.01 | 206% |
| Returns for 10 years | 47.42 | 76.09 | 62% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RRCOX | 73.87 | N/A | N/A |
| T. Rowe Price U.S. Equity Research R | |||
| FFACX | 18.34 | N/A | N/A |
| Franklin Global Allocation C | |||
| ARZMX | 14.99 | N/A | N/A |
| AMG River Road Small Cap Value Z | |||
| AWYIX | 63.63 | N/A | N/A |
| CIBC Atlas Equity Income Institutional | |||
| VVISX | 12.64 | -0.08 | -0.63% |
| Vulcan Value Partners Small Cap Instl | |||