| JDISX | TRWTX | JDISX / TRWTX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 36.903 | 29.228 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 4.54B | 131% |
| Annual Yield % from dividends | 1.10 | 2.19 | 50% |
| Returns for 1 year | 20.59 | 27.56 | 75% |
| Returns for 3 years | 38.83 | 55.44 | 70% |
| Returns for 5 years | 56.50 | 59.57 | 95% |
| Returns for 10 years | 64.86 | 83.33 | 78% |