The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| ESPAX | VSIAX | ESPAX / VSIAX | |
| Total Expense Ratio | 1.23 | 0.07 | 1,757% |
| Annual Report Gross Expense Ratio | 1.23 | 0.07 | 1,757% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 15.627 | 16.879 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 68.2B | 3% |
| Annual Yield % from dividends | 0.63 | 1.75 | 36% |
| Returns for 1 year | 4.48 | 18.15 | 25% |
| Returns for 3 years | 10.11 | 50.95 | 20% |
| Returns for 5 years | -4.69 | 44.38 | -11% |
| Returns for 10 years | 37.76 | 131.09 | 29% |