The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FEGIX | UIPMX | FEGIX / UIPMX | |
| Total Expense Ratio | 0.91 | 1.01 | 90% |
| Annual Report Gross Expense Ratio | 0.91 | 1.04 | 88% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.275 | 18.688 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 1.3B | 449% |
| Annual Yield % from dividends | 1.06 | 0.22 | 477% |
| Returns for 1 year | 49.82 | 58.76 | 85% |
| Returns for 3 years | 208.51 | 269.13 | 77% |
| Returns for 5 years | 195.58 | 214.17 | 91% |
| Returns for 10 years | 255.66 | 258.94 | 99% |