The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CAIFX | FEREX | CAIFX / FEREX | |
| Total Expense Ratio | 0.37 | 0.85 | 44% |
| Annual Report Gross Expense Ratio | 0.37 | 4.70 | 8% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 11.209 | 21.344 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 29.9M | 434,783% |
| Annual Yield % from dividends | 2.86 | 2.43 | 118% |
| Returns for 1 year | 11.19 | 29.59 | 38% |
| Returns for 3 years | 46.28 | 60.43 | 77% |
| Returns for 5 years | 40.75 | N/A | - |
| Returns for 10 years | 70.69 | N/A | - |