The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AIOIX | OSMNX | AIOIX / OSMNX | |
| Total Expense Ratio | 1.46 | 1.68 | 87% |
| Annual Report Gross Expense Ratio | 1.51 | 1.68 | 90% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 14.105 | 10.212 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 2.41B | 23% |
| Annual Yield % from dividends | 0.24 | 1.19 | 20% |
| Returns for 1 year | 20.64 | -8.00 | -258% |
| Returns for 3 years | 54.61 | -3.72 | -1,469% |
| Returns for 5 years | -9.71 | -40.79 | 24% |
| Returns for 10 years | 52.07 | -1.85 | -2,813% |