The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CBABX | RLEFX | CBABX / RLEFX | |
| Total Expense Ratio | 0.66 | 0.39 | 169% |
| Annual Report Gross Expense Ratio | 0.66 | 0.39 | 169% |
| Fund Existence | 2 years | 11 years | - |
| Gain YTD | 7.830 | 9.350 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 283B | 4% |
| Annual Yield % from dividends | 1.75 | 1.95 | 89% |
| Returns for 1 year | 7.53 | 10.62 | 71% |
| Returns for 3 years | N/A | 42.28 | - |
| Returns for 5 years | N/A | 31.86 | - |
| Returns for 10 years | N/A | 84.52 | - |