The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CDWAX | RNWHX | CDWAX / RNWHX | |
| Total Expense Ratio | 1.22 | 0.72 | 169% |
| Annual Report Gross Expense Ratio | 1.22 | 0.72 | 169% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 19.151 | 16.132 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 88.6B | 3% |
| Annual Yield % from dividends | 1.33 | 1.15 | 116% |
| Returns for 1 year | 30.92 | 20.45 | 151% |
| Returns for 3 years | 71.21 | 51.64 | 138% |
| Returns for 5 years | 32.21 | 16.37 | 197% |
| Returns for 10 years | 103.31 | 107.24 | 96% |