The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CSURX | PGUAX | CSURX / PGUAX | |
| Total Expense Ratio | 1.36 | 1.25 | 109% |
| Annual Report Gross Expense Ratio | 1.36 | 1.25 | 109% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 7.583 | 10.406 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 172M | 659% |
| Annual Yield % from dividends | 1.39 | 1.64 | 85% |
| Returns for 1 year | 7.89 | 6.11 | 129% |
| Returns for 3 years | 32.68 | 33.25 | 98% |
| Returns for 5 years | 18.40 | 4.39 | 419% |
| Returns for 10 years | 69.18 | 36.80 | 188% |