The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| ABVZX | FWMMX | ABVZX / FWMMX | |
| Total Expense Ratio | 0.60 | 0.35 | 171% |
| Annual Report Gross Expense Ratio | 0.61 | 0.35 | 174% |
| Fund Existence | 2 years | 6 years | - |
| Gain YTD | 22.654 | 6.418 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 540M | 218B | 0% |
| Annual Yield % from dividends | 1.08 | 1.38 | 78% |
| Returns for 1 year | 22.15 | 6.68 | 332% |
| Returns for 3 years | N/A | 31.62 | - |
| Returns for 5 years | N/A | 30.05 | - |
| Returns for 10 years | N/A | N/A | - |