The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| BRKBX | VEMAX | BRKBX / VEMAX | |
| Total Expense Ratio | 1.99 | 0.13 | 1,531% |
| Annual Report Gross Expense Ratio | 2.32 | 0.13 | 1,785% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 27.217 | 12.942 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 162B | 0% |
| Annual Yield % from dividends | 1.06 | 2.24 | 47% |
| Returns for 1 year | 40.74 | 19.61 | 208% |
| Returns for 3 years | 94.88 | 57.43 | 165% |
| Returns for 5 years | 51.49 | 27.36 | 188% |
| Returns for 10 years | 117.13 | 89.75 | 131% |