The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| EEQIX | FWMMX | EEQIX / FWMMX | |
| Total Expense Ratio | 1.33 | 0.35 | 380% |
| Annual Report Gross Expense Ratio | 2.95 | 0.35 | 843% |
| Fund Existence | 2 years | 6 years | - |
| Gain YTD | 12.900 | 5.970 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15M | 218B | 0% |
| Annual Yield % from dividends | 1.62 | 1.38 | 118% |
| Returns for 1 year | 14.95 | 6.11 | 245% |
| Returns for 3 years | N/A | 31.07 | - |
| Returns for 5 years | N/A | 29.50 | - |
| Returns for 10 years | N/A | N/A | - |