The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AFMBX | RLEFX | AFMBX / RLEFX | |
| Total Expense Ratio | 0.25 | 0.39 | 64% |
| Annual Report Gross Expense Ratio | 0.25 | 0.39 | 64% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 9.479 | 9.350 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 283B | 100% |
| Annual Yield % from dividends | 2.09 | 1.95 | 107% |
| Returns for 1 year | 10.80 | 10.62 | 102% |
| Returns for 3 years | 42.96 | 42.28 | 102% |
| Returns for 5 years | 32.68 | 31.86 | 103% |
| Returns for 10 years | N/A | 84.52 | - |