The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CFAGX | FSMAX | CFAGX / FSMAX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,400% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 3.692 | 16.420 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 40.1B | 0% |
| Annual Yield % from dividends | 0.07 | 0.49 | 14% |
| Returns for 1 year | -21.07 | 18.47 | -114% |
| Returns for 3 years | -13.00 | 66.94 | -19% |
| Returns for 5 years | -37.24 | 32.84 | -113% |
| Returns for 10 years | 5.95 | 132.09 | 5% |