JCCIX | VSMAX | JCCIX / VSMAX | |
Total Expense Ratio | 0.98 | 0.05 | 1,960% |
Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
Fund Existence | 12 years | 25 years | - |
Gain YTD | -2.386 | 6.657 | -36% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250000 | 3000 | 8,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.15B | 161B | 1% |
Annual Yield % from dividends | 0.09 | 1.31 | 7% |
Returns for 1 year | 4.97 | 15.56 | 32% |
Returns for 3 years | 15.45 | 32.50 | 48% |
Returns for 5 years | 35.65 | 68.24 | 52% |
Returns for 10 years | 76.30 | 134.17 | 57% |