The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FLPDX | RSLDX | FLPDX / RSLDX | |
| Total Expense Ratio | 1.40 | 0.80 | 175% |
| Annual Report Gross Expense Ratio | 1.40 | 0.80 | 175% |
| Fund Existence | 2 years | 11 years | - |
| Gain YTD | 14.739 | 13.428 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 89B | 28% |
| Annual Yield % from dividends | 1.85 | 0.78 | 238% |
| Returns for 1 year | 6.05 | 13.26 | 46% |
| Returns for 3 years | N/A | 35.85 | - |
| Returns for 5 years | N/A | -8.79 | - |
| Returns for 10 years | N/A | 84.97 | - |