The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CWSAX | VEXRX | CWSAX / VEXRX | |
| Total Expense Ratio | 1.25 | 0.28 | 446% |
| Annual Report Gross Expense Ratio | 2.05 | 0.28 | 732% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 19.040 | 14.744 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 22.4B | 1% |
| Annual Yield % from dividends | 0.04 | 0.49 | 9% |
| Returns for 1 year | 31.14 | 10.94 | 285% |
| Returns for 3 years | N/A | 25.62 | - |
| Returns for 5 years | N/A | -12.86 | - |
| Returns for 10 years | N/A | 49.87 | - |