The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CCXYX | FCQAX | CCXYX / FCQAX | |
| Total Expense Ratio | 0.48 | 0.81 | 59% |
| Annual Report Gross Expense Ratio | 0.52 | 0.81 | 64% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | -0.059 | 0.181 | -33% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 3.28B | 9% |
| Annual Yield % from dividends | 3.86 | 4.25 | 91% |
| Returns for 1 year | 4.43 | 4.72 | 94% |
| Returns for 3 years | 13.54 | 12.61 | 107% |
| Returns for 5 years | -1.57 | -3.76 | 42% |
| Returns for 10 years | N/A | N/A | - |