The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CFAAX | RBFEX | CFAAX / RBFEX | |
| Total Expense Ratio | 0.61 | 0.57 | 107% |
| Annual Report Gross Expense Ratio | 0.61 | 0.57 | 107% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -0.662 | -0.635 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 100B | 100% |
| Annual Yield % from dividends | 4.16 | 4.20 | 99% |
| Returns for 1 year | 1.22 | 1.26 | 97% |
| Returns for 3 years | 12.37 | 12.55 | 99% |
| Returns for 5 years | -2.80 | -2.54 | 110% |
| Returns for 10 years | 10.94 | 11.61 | 94% |