| JOPPX | VSMAX | JOPPX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.90 | 0.05 | 1,800% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 3.740 | 7.123 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 162B | 0% |
| Annual Yield % from dividends | 0.59 | 1.32 | 44% |
| Returns for 1 year | -8.64 | -0.85 | 1,017% |
| Returns for 3 years | 12.92 | 32.17 | 40% |
| Returns for 5 years | 26.12 | 41.14 | 63% |
| Returns for 10 years | 42.80 | 132.03 | 32% |