The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CLBCX | JBALX | CLBCX / JBALX | |
| Total Expense Ratio | 1.35 | 0.67 | 201% |
| Annual Report Gross Expense Ratio | 1.35 | 0.67 | 201% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 9.386 | 5.659 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.9B | 1,014% |
| Annual Yield % from dividends | 1.08 | 1.64 | 65% |
| Returns for 1 year | 10.44 | 2.89 | 361% |
| Returns for 3 years | 39.21 | 31.57 | 124% |
| Returns for 5 years | 28.56 | 19.37 | 147% |
| Returns for 10 years | 80.24 | 104.90 | 76% |