| JDIBX | TRWTX | JDIBX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 29.266 | 23.509 | 124% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 4.37B | 145% |
| Annual Yield % from dividends | 1.20 | 2.14 | 56% |
| Returns for 1 year | 28.67 | 23.09 | 124% |
| Returns for 3 years | 31.66 | 48.07 | 66% |
| Returns for 5 years | 39.55 | 44.66 | 89% |
| Returns for 10 years | 54.26 | 73.42 | 74% |