The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CPXAX | FPERX | CPXAX / FPERX | |
| Total Expense Ratio | 1.13 | 1.65 | 68% |
| Annual Report Gross Expense Ratio | 1.13 | 5.10 | 22% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 1.772 | -0.258 | -686% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 195M | 3,642% |
| Annual Yield % from dividends | 5.63 | 4.71 | 119% |
| Returns for 1 year | 4.53 | 3.00 | 151% |
| Returns for 3 years | 28.45 | 27.30 | 104% |
| Returns for 5 years | 10.82 | 10.22 | 106% |
| Returns for 10 years | 46.91 | 47.90 | 98% |