The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CLBCX | FBMCX | CLBCX / FBMCX | |
| Total Expense Ratio | 1.35 | 1.66 | 81% |
| Annual Report Gross Expense Ratio | 1.35 | 1.66 | 81% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 9.038 | 6.779 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 3.43B | 8,256% |
| Annual Yield % from dividends | 1.08 | 3.60 | 30% |
| Returns for 1 year | 10.41 | 10.17 | 102% |
| Returns for 3 years | 38.76 | 25.54 | 152% |
| Returns for 5 years | 28.15 | 15.96 | 176% |
| Returns for 10 years | 79.66 | 46.59 | 171% |