The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AAHYX | MXCPX | AAHYX / MXCPX | |
| Total Expense Ratio | 0.94 | 0.76 | 124% |
| Annual Report Gross Expense Ratio | 0.94 | 0.84 | 112% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 3.791 | 4.897 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 1.83B | 50% |
| Annual Yield % from dividends | 3.75 | 2.54 | 148% |
| Returns for 1 year | 6.91 | 6.16 | 112% |
| Returns for 3 years | 21.84 | 20.24 | 108% |
| Returns for 5 years | 4.06 | 5.58 | 73% |
| Returns for 10 years | 26.83 | 25.97 | 103% |