The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| EPSYX | TEDSX | EPSYX / TEDSX | |
| Total Expense Ratio | 0.84 | 1.95 | 43% |
| Annual Report Gross Expense Ratio | 0.88 | 1.95 | 45% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 23.224 | 8.275 | 281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 9.5B | 11% |
| Annual Yield % from dividends | 1.78 | 0.76 | 235% |
| Returns for 1 year | 23.96 | 5.31 | 451% |
| Returns for 3 years | 60.60 | 16.63 | 364% |
| Returns for 5 years | 66.07 | 6.81 | 970% |
| Returns for 10 years | 97.44 | 19.38 | 503% |