The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FORTX | RAMHX | FORTX / RAMHX | |
| Total Expense Ratio | 0.74 | 1.04 | 71% |
| Annual Report Gross Expense Ratio | 1.13 | 1.04 | 109% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 16.606 | 9.258 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 283B | 0% |
| Annual Yield % from dividends | 1.47 | 1.38 | 106% |
| Returns for 1 year | 27.19 | 10.27 | 265% |
| Returns for 3 years | 43.94 | 39.98 | 110% |
| Returns for 5 years | 45.34 | 29.23 | 155% |
| Returns for 10 years | N/A | 77.05 | - |