The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AAETX | RBEEX | AAETX / RBEEX | |
| Total Expense Ratio | 0.66 | 1.12 | 59% |
| Annual Report Gross Expense Ratio | 0.66 | 1.12 | 59% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 6.535 | 6.236 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 51.5B | 100% |
| Annual Yield % from dividends | 1.65 | 1.22 | 135% |
| Returns for 1 year | 5.96 | 5.42 | 110% |
| Returns for 3 years | 35.33 | 33.34 | 106% |
| Returns for 5 years | 14.66 | 12.09 | 121% |
| Returns for 10 years | 66.35 | 60.54 | 110% |