The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CSVIX | DFSTX | CSVIX / DFSTX | |
| Total Expense Ratio | 0.95 | 0.27 | 352% |
| Annual Report Gross Expense Ratio | 0.95 | 0.28 | 339% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 5.714 | 18.572 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 19.5B | 6% |
| Annual Yield % from dividends | 0.26 | 0.97 | 27% |
| Returns for 1 year | -11.16 | 22.10 | -50% |
| Returns for 3 years | 0.99 | 50.26 | 2% |
| Returns for 5 years | -11.76 | 35.30 | -33% |
| Returns for 10 years | 42.58 | 107.39 | 40% |