The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FOFRX | FRMOX | FOFRX / FRMOX | |
| Total Expense Ratio | 0.53 | 0.69 | 77% |
| Annual Report Gross Expense Ratio | 0.53 | 0.69 | 77% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | -0.193 | -0.285 | 68% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 601M | 129% |
| Annual Yield % from dividends | 3.78 | 3.71 | 102% |
| Returns for 1 year | 4.40 | 4.96 | 89% |
| Returns for 3 years | 10.74 | 10.42 | 103% |
| Returns for 5 years | -2.41 | -3.19 | 75% |
| Returns for 10 years | N/A | -0.08 | - |