The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FRMTX | FXNCX | FRMTX / FXNCX | |
| Total Expense Ratio | 1.24 | 0.71 | 175% |
| Annual Report Gross Expense Ratio | 1.24 | 0.71 | 175% |
| Fund Existence | 31 years | 39 years | - |
| Gain YTD | -0.397 | -0.399 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 567M | 115% |
| Annual Yield % from dividends | 2.83 | 3.16 | 90% |
| Returns for 1 year | 3.73 | 4.28 | 87% |
| Returns for 3 years | 8.15 | 9.93 | 82% |
| Returns for 5 years | -5.28 | -2.71 | 195% |
| Returns for 10 years | -2.13 | -1.11 | 191% |