The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FCVFX | JVMCX | FCVFX / JVMCX | |
| Total Expense Ratio | 1.84 | 1.85 | 99% |
| Annual Report Gross Expense Ratio | 1.84 | 1.86 | 99% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 24.954 | 15.872 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 23.9B | 2% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | 20.79 | 5.37 | 387% |
| Returns for 3 years | 35.94 | 19.49 | 184% |
| Returns for 5 years | 32.81 | 10.33 | 318% |
| Returns for 10 years | 96.61 | 45.03 | 215% |