The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| BRTNX | FXAIX | BRTNX / FXAIX | |
| Total Expense Ratio | 1.35 | 0.01 | 9,000% |
| Annual Report Gross Expense Ratio | 1.35 | 0.01 | 9,000% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 3.301 | 12.847 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 859B | 0% |
| Annual Yield % from dividends | 0.00 | 1.03 | - |
| Returns for 1 year | 4.72 | 20.27 | 23% |
| Returns for 3 years | 47.38 | 76.51 | 62% |
| Returns for 5 years | 58.19 | 81.39 | 71% |
| Returns for 10 years | 232.56 | 288.94 | 80% |