The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CCXYX | FKTFX | CCXYX / FKTFX | |
| Total Expense Ratio | 0.48 | 0.61 | 79% |
| Annual Report Gross Expense Ratio | 0.52 | 0.61 | 85% |
| Fund Existence | 10 years | 50 years | - |
| Gain YTD | -0.021 | -0.150 | 14% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 12.8B | 2% |
| Annual Yield % from dividends | 3.86 | 3.87 | 100% |
| Returns for 1 year | 4.79 | 4.36 | 110% |
| Returns for 3 years | 13.40 | 10.83 | 124% |
| Returns for 5 years | -1.53 | -2.40 | 64% |
| Returns for 10 years | N/A | 2.81 | - |