JVMAX | SVUIX | JVMAX / SVUIX | |
Total Expense Ratio | 1.12 | 0.92 | 122% |
Annual Report Gross Expense Ratio | 1.13 | 0.97 | 116% |
Fund Existence | 28 years | 17 years | - |
Gain YTD | 9.166 | 3.657 | 251% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 2000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 23.1B | 306M | 7,549% |
Annual Yield % from dividends | 0.58 | 3.94 | 15% |
Returns for 1 year | 0.36 | -42.50 | -1% |
Returns for 3 years | 19.68 | -48.04 | -41% |
Returns for 5 years | 54.69 | -41.77 | -131% |
Returns for 10 years | 44.49 | -53.85 | -83% |