The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| BRTNX | FWWMX | BRTNX / FWWMX | |
| Total Expense Ratio | 1.35 | 0.31 | 435% |
| Annual Report Gross Expense Ratio | 1.35 | 0.31 | 435% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 3.301 | 6.453 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 218B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | 4.72 | 6.72 | 70% |
| Returns for 3 years | 47.38 | 31.76 | 149% |
| Returns for 5 years | 58.19 | 30.28 | 192% |
| Returns for 10 years | 232.56 | N/A | - |