| JDMAX | KAUFX | JDMAX / KAUFX | |
| Total Expense Ratio | 1.14 | 1.96 | 58% |
| Annual Report Gross Expense Ratio | 1.14 | 2.22 | 51% |
| Fund Existence | 16 years | 40 years | - |
| Gain YTD | 7.507 | 14.079 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 5.09B | 460% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -4.19 | -4.68 | 90% |
| Returns for 3 years | 10.64 | 31.12 | 34% |
| Returns for 5 years | -10.47 | -10.61 | 99% |
| Returns for 10 years | 62.42 | 18.80 | 332% |