| JVMIX | LMCTX | JVMIX / LMCTX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.86 | 0.77 | 112% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 14.471 | 5.345 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 1.15B | 2,147% |
| Annual Yield % from dividends | 0.74 | 0.76 | 96% |
| Returns for 1 year | -1.78 | -7.47 | 24% |
| Returns for 3 years | 19.69 | 18.77 | 105% |
| Returns for 5 years | 36.05 | 28.25 | 128% |
| Returns for 10 years | 60.83 | 55.03 | 111% |