The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CIHIX | TRTIX | CIHIX / TRTIX | |
| Total Expense Ratio | 1.00 | 0.68 | 147% |
| Annual Report Gross Expense Ratio | 1.22 | 0.68 | 179% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 14.302 | 16.830 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 17.1B | 3% |
| Annual Yield % from dividends | 3.98 | 2.40 | 166% |
| Returns for 1 year | 21.51 | 27.80 | 77% |
| Returns for 3 years | 67.27 | 92.33 | 73% |
| Returns for 5 years | 62.20 | 96.54 | 64% |
| Returns for 10 years | 118.47 | 154.89 | 76% |