| HWAAX | JVMTX | HWAAX / JVMTX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.20 | 1.10 | 109% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 1.404 | 5.177 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 24.7B | 3% |
| Annual Yield % from dividends | 0.75 | 0.60 | 126% |
| Returns for 1 year | 8.92 | 4.79 | 186% |
| Returns for 3 years | 21.31 | 11.22 | 190% |
| Returns for 5 years | 33.45 | 22.28 | 150% |
| Returns for 10 years | 121.79 | 76.80 | 159% |