The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FIQIX | LINSX | FIQIX / LINSX | |
| Total Expense Ratio | 0.83 | 1.29 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 1.29 | 64% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 9.430 | 14.398 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 344M | 1,514% |
| Annual Yield % from dividends | 3.27 | 1.44 | 228% |
| Returns for 1 year | 12.86 | 14.99 | 86% |
| Returns for 3 years | 47.26 | 47.82 | 99% |
| Returns for 5 years | 27.70 | 21.01 | 132% |
| Returns for 10 years | N/A | 69.16 | - |