The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CSRIX | PJEZX | CSRIX / PJEZX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.76 | 1.03 | 74% |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 13.619 | 18.042 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 440M | 2,098% |
| Annual Yield % from dividends | 2.76 | 1.60 | 172% |
| Returns for 1 year | 12.71 | 17.80 | 71% |
| Returns for 3 years | 35.96 | 47.26 | 76% |
| Returns for 5 years | 8.95 | 13.05 | 69% |
| Returns for 10 years | 41.71 | 52.18 | 80% |