The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| ACVDX | TRWTX | ACVDX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.76 | 101% |
| Annual Report Gross Expense Ratio | 0.77 | 0.76 | 101% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 18.951 | 18.117 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 4.37B | 30% |
| Annual Yield % from dividends | 3.24 | 3.32 | 98% |
| Returns for 1 year | 23.55 | 23.65 | 100% |
| Returns for 3 years | 81.01 | 65.97 | 123% |
| Returns for 5 years | 77.00 | 53.87 | 143% |
| Returns for 10 years | 153.12 | 109.98 | 139% |