The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AEMOX | RNWBX | AEMOX / RNWBX | |
| Total Expense Ratio | 0.89 | 1.66 | 54% |
| Annual Report Gross Expense Ratio | 1.11 | 1.66 | 67% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 34.594 | 16.015 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 88.6B | 0% |
| Annual Yield % from dividends | 2.55 | 0.41 | 615% |
| Returns for 1 year | 53.48 | 19.81 | 270% |
| Returns for 3 years | 97.72 | 48.77 | 200% |
| Returns for 5 years | 53.32 | 11.95 | 446% |
| Returns for 10 years | 148.57 | 96.44 | 154% |