The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| EBSAX | EBSCX | EBSAX / EBSCX | |
| Total Expense Ratio | 2.00 | 2.75 | 73% |
| Annual Report Gross Expense Ratio | 2.10 | 2.85 | 74% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 8.874 | 8.372 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 2.28B | 100% |
| Annual Yield % from dividends | 2.84 | 2.60 | 109% |
| Returns for 1 year | 8.20 | 7.40 | 111% |
| Returns for 3 years | 12.62 | 10.06 | 125% |
| Returns for 5 years | 31.77 | 25.69 | 124% |
| Returns for 10 years | 36.51 | 25.18 | 145% |