The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| EPLDX | RMEBX | EPLDX / RMEBX | |
| Total Expense Ratio | 0.73 | 1.07 | 68% |
| Annual Report Gross Expense Ratio | 0.73 | 1.07 | 68% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 18.804 | 9.416 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 118B | 1% |
| Annual Yield % from dividends | 1.67 | 0.99 | 168% |
| Returns for 1 year | 17.44 | 7.62 | 229% |
| Returns for 3 years | 43.87 | 34.98 | 125% |
| Returns for 5 years | 49.19 | 33.46 | 147% |
| Returns for 10 years | N/A | 89.41 | - |