JLPCX | VTSAX | JLPCX / VTSAX | |
Total Expense Ratio | 2.21 | 0.04 | 5,525% |
Annual Report Gross Expense Ratio | 2.51 | 0.04 | 6,275% |
Fund Existence | 20 years | 25 years | - |
Gain YTD | 8.229 | 8.289 | 99% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.46B | 1.91T | 0% |
Annual Yield % from dividends | 0.00 | 1.21 | - |
Returns for 1 year | 8.16 | 17.75 | 46% |
Returns for 3 years | 2.43 | 60.63 | 4% |
Returns for 5 years | -30.46 | 93.55 | -33% |
Returns for 10 years | -43.87 | 201.64 | -22% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
OBMCX | 46.39 | 0.43 | +0.94% |
Oberweis Micro-Cap | |||
UBVFX | 85.76 | 0.43 | +0.50% |
Undiscovered Managers Behavioral Val R6 | |||
CRIHX | 12.11 | 0.05 | +0.41% |
CRM Long/Short Opportunities Instl | |||
DGIGX | 40.27 | 0.11 | +0.27% |
BNY Mellon Appreciation I | |||
JETIX | 16.84 | -0.02 | -0.12% |
abrdn Focused Em Markets ex-China Instl |