The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CSMFX | FSMAX | CSMFX / FSMAX | |
| Total Expense Ratio | 1.99 | 0.04 | 5,686% |
| Annual Report Gross Expense Ratio | 1.99 | 0.04 | 5,686% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 12.819 | 15.953 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 40.1B | 10% |
| Annual Yield % from dividends | 0.01 | 0.49 | 1% |
| Returns for 1 year | 6.86 | 18.50 | 37% |
| Returns for 3 years | 29.88 | 63.83 | 47% |
| Returns for 5 years | -2.16 | 32.14 | -7% |
| Returns for 10 years | N/A | 131.49 | - |