The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CSFZX | RETTX | CSFZX / RETTX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.84 | 1.17 | 72% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 7.516 | 7.932 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 401M | 593% |
| Annual Yield % from dividends | 3.27 | 2.78 | 117% |
| Returns for 1 year | 9.72 | 9.85 | 99% |
| Returns for 3 years | 28.59 | 27.50 | 104% |
| Returns for 5 years | 2.28 | -6.06 | -38% |
| Returns for 10 years | 45.08 | N/A | - |