The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| BREBX | VRTPX | BREBX / VRTPX | |
| Total Expense Ratio | 0.00 | 0.08 | - |
| Annual Report Gross Expense Ratio | 0.12 | 0.08 | 150% |
| Fund Existence | 2 years | 9 years | - |
| Gain YTD | 14.833 | 12.032 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 11B | 17% |
| Annual Yield % from dividends | 2.93 | 3.61 | 81% |
| Returns for 1 year | 12.66 | 9.54 | 133% |
| Returns for 3 years | N/A | 32.84 | - |
| Returns for 5 years | N/A | 6.46 | - |
| Returns for 10 years | -57.75 | N/A | - |