| JDICX | TRWTX | JDICX / TRWTX | |
| Total Expense Ratio | 1.86 | 0.76 | 245% |
| Annual Report Gross Expense Ratio | 1.87 | 0.76 | 246% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 35.212 | 28.152 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 4.54B | 131% |
| Annual Yield % from dividends | 0.59 | 2.19 | 27% |
| Returns for 1 year | 20.21 | 27.64 | 73% |
| Returns for 3 years | 37.52 | 55.70 | 67% |
| Returns for 5 years | 52.32 | 58.24 | 90% |
| Returns for 10 years | 56.33 | 80.43 | 70% |