| ALOYX | JDMAX | ALOYX / JDMAX | |
| Total Expense Ratio | 0.78 | 1.14 | 68% |
| Annual Report Gross Expense Ratio | 0.87 | 1.14 | 76% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 8.619 | 5.666 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 23.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 6.91 | -3.37 | -205% |
| Returns for 3 years | 63.15 | 9.95 | 635% |
| Returns for 5 years | N/A | -7.18 | - |
| Returns for 10 years | N/A | 63.16 | - |