| 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 | 35.521 | 28.152 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 4.46B | 132% |
| Annual Yield % from dividends | 1.20 | 2.14 | 56% |
| Returns for 1 year | 18.95 | 24.74 | 77% |
| Returns for 3 years | 33.16 | 48.95 | 68% |
| Returns for 5 years | 45.73 | 51.20 | 89% |
| Returns for 10 years | 60.52 | 78.76 | 77% |