The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AEDFX | BCLPX | AEDFX / BCLPX | |
| Total Expense Ratio | 1.71 | 2.27 | 75% |
| Annual Report Gross Expense Ratio | 1.88 | 2.36 | 80% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 4.988 | 0.349 | 1,428% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 4.82B | 1% |
| Annual Yield % from dividends | 0.65 | 0.33 | 196% |
| Returns for 1 year | 7.49 | 0.93 | 809% |
| Returns for 3 years | 19.78 | 10.73 | 184% |
| Returns for 5 years | 20.54 | 9.43 | 218% |
| Returns for 10 years | 50.66 | 20.59 | 246% |