The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CCRZX | VFINX | CCRZX / VFINX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 16 years | 50 years | - |
| Gain YTD | 11.271 | 13.346 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 1.76T | 0% |
| Annual Yield % from dividends | 0.66 | 0.94 | 70% |
| Returns for 1 year | 6.43 | 19.16 | 34% |
| Returns for 3 years | 32.93 | 72.38 | 45% |
| Returns for 5 years | 8.21 | 70.92 | 12% |
| Returns for 10 years | 80.51 | 254.31 | 32% |