The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CPXFX | KIFAX | CPXFX / KIFAX | |
| Total Expense Ratio | 0.78 | 1.14 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.14 | 68% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 2.173 | 3.366 | 65% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 228M | 3,115% |
| Annual Yield % from dividends | 5.95 | 7.55 | 79% |
| Returns for 1 year | 5.14 | 2.77 | 186% |
| Returns for 3 years | 30.04 | 19.56 | 154% |
| Returns for 5 years | 13.10 | 11.36 | 115% |
| Returns for 10 years | N/A | 24.92 | - |