The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CPCLX | NLSIX | CPCLX / NLSIX | |
| Total Expense Ratio | 3.05 | 1.27 | 240% |
| Annual Report Gross Expense Ratio | 3.05 | 1.27 | 240% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 4.586 | 2.339 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 7.29B | 15% |
| Annual Yield % from dividends | 0.50 | 0.05 | 1,009% |
| Returns for 1 year | -1.98 | 3.37 | -59% |
| Returns for 3 years | 16.28 | 21.03 | 77% |
| Returns for 5 years | 16.60 | 15.55 | 107% |
| Returns for 10 years | 62.75 | 63.10 | 99% |