The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FIMVX | MVCAX | FIMVX / MVCAX | |
| Total Expense Ratio | 0.05 | 0.97 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 0.98 | 5% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 11.673 | 15.796 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 17.4B | 9% |
| Annual Yield % from dividends | 1.79 | 1.08 | 165% |
| Returns for 1 year | 15.64 | 10.00 | 156% |
| Returns for 3 years | 42.73 | 24.07 | 178% |
| Returns for 5 years | 38.00 | 15.58 | 244% |
| Returns for 10 years | N/A | 82.78 | - |