The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AISBX | FTHFX | AISBX / FTHFX | |
| Total Expense Ratio | 1.91 | 0.64 | 298% |
| Annual Report Gross Expense Ratio | 1.91 | 0.64 | 298% |
| Fund Existence | 3 years | 15 years | - |
| Gain YTD | 15.994 | 17.131 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 12.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 9.96 | 20.38 | 49% |
| Returns for 3 years | 21.07 | 56.31 | 37% |
| Returns for 5 years | -5.05 | 60.16 | -8% |
| Returns for 10 years | 45.05 | 232.22 | 19% |