The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CSJZX | TCREX | CSJZX / TCREX | |
| Total Expense Ratio | 0.80 | 0.87 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 0.87 | 95% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 14.320 | 12.324 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.39B | 2.52B | 332% |
| Annual Yield % from dividends | 2.67 | 2.49 | 107% |
| Returns for 1 year | 13.91 | 13.31 | 105% |
| Returns for 3 years | 34.63 | 31.38 | 110% |
| Returns for 5 years | 6.46 | -2.34 | -276% |
| Returns for 10 years | N/A | 48.60 | - |