The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AMVRX | JVMAX | AMVRX / JVMAX | |
| Total Expense Ratio | 1.47 | 1.10 | 134% |
| Annual Report Gross Expense Ratio | 1.47 | 1.11 | 132% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 16.766 | 16.376 | 102% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 23.9B | 23% |
| Annual Yield % from dividends | 0.98 | 0.48 | 204% |
| Returns for 1 year | 3.32 | 7.11 | 47% |
| Returns for 3 years | 14.81 | 20.55 | 72% |
| Returns for 5 years | -9.03 | 13.83 | -65% |
| Returns for 10 years | 13.62 | 52.99 | 26% |