The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FDATX | GARTX | FDATX / GARTX | |
| Total Expense Ratio | 1.05 | 1.10 | 95% |
| Annual Report Gross Expense Ratio | 1.19 | 1.16 | 103% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 1.974 | 7.527 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 6.44B | 4% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | 5.33 | 9.62 | 55% |
| Returns for 3 years | 5.53 | 26.75 | 21% |
| Returns for 5 years | -2.80 | 14.74 | -19% |
| Returns for 10 years | N/A | 34.07 | - |