| 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 | 13.693 | 16.237 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 0.41 | 12.13 | 3% |
| Returns for 3 years | 1.29 | 65.49 | 2% |
| Returns for 5 years | -37.11 | 76.48 | -49% |
| Returns for 10 years | -40.59 | 225.76 | -18% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NPNEX | 53.85 | 0.55 | +1.03% |
| Neuberger Berman Large Cap Value E | |||
| FLUTX | 30.08 | 0.29 | +0.97% |
| Fidelity Advisor Stk Selec Lg Cp Val M | |||
| LSMNX | 14.59 | 0.14 | +0.97% |
| Loomis Sayles Small/Mid Cap Growth N | |||
| FMIMX | 37.90 | 0.34 | +0.91% |
| FMI Common Stock Investor | |||
| SAOIX | 30.32 | -0.02 | -0.07% |
| NAA Opportunity Institutional | |||