The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FBAFX | TSAMX | FBAFX / TSAMX | |
| Total Expense Ratio | 0.33 | 0.95 | 35% |
| Annual Report Gross Expense Ratio | 0.33 | 1.83 | 18% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 9.400 | 11.091 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 125M | 226,400% |
| Annual Yield % from dividends | 2.01 | 2.51 | 80% |
| Returns for 1 year | 10.70 | 12.90 | 83% |
| Returns for 3 years | 42.55 | 45.53 | 93% |
| Returns for 5 years | 34.24 | N/A | - |
| Returns for 10 years | N/A | N/A | - |