The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FAKTX | RCJTX | FAKTX / RCJTX | |
| Total Expense Ratio | 0.66 | 0.94 | 70% |
| Annual Report Gross Expense Ratio | 0.66 | 0.94 | 70% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 4.945 | 4.784 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 4.44B | 100% |
| Annual Yield % from dividends | 2.34 | 2.07 | 113% |
| Returns for 1 year | 3.30 | 3.01 | 110% |
| Returns for 3 years | 24.43 | 23.46 | 104% |
| Returns for 5 years | 10.91 | 9.51 | 115% |
| Returns for 10 years | 39.88 | 37.64 | 106% |