| JVMRX | SEVSX | JVMRX / SEVSX | |
| Total Expense Ratio | 0.74 | 1.95 | 38% |
| Annual Report Gross Expense Ratio | 0.75 | 1.98 | 38% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 9.911 | 5.255 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 299M | 8,094% |
| Annual Yield % from dividends | 0.85 | 0.18 | 484% |
| Returns for 1 year | -6.40 | -16.44 | 39% |
| Returns for 3 years | 15.51 | -7.80 | -199% |
| Returns for 5 years | 36.83 | 9.73 | 379% |
| Returns for 10 years | 51.46 | -12.86 | -400% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LOFLX | 15.55 | 0.07 | +0.45% |
| Lord Abbett Focused Large Cap Value F3 | |||
| VTCLX | 352.06 | 0.25 | +0.07% |
| Vanguard Tax-Managed Capital App Adm | |||
| TBARX | 30.81 | -0.05 | -0.16% |
| Touchstone Balanced R6 | |||
| LGCRX | 20.02 | -0.04 | -0.20% |
| Lord Abbett Global Equity R3 | |||
| BDBKX | 27.20 | -0.08 | -0.29% |
| iShares Russell 2000 Small-Cap Idx K | |||