The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSLTX | SRDAX | FSLTX / SRDAX | |
| Total Expense Ratio | 1.56 | 1.92 | 81% |
| Annual Report Gross Expense Ratio | 1.81 | 1.92 | 94% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 7.188 | 7.396 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 2.56B | 107% |
| Annual Yield % from dividends | 5.67 | 8.09 | 70% |
| Returns for 1 year | 10.52 | 9.96 | 106% |
| Returns for 3 years | 24.03 | 19.12 | 126% |
| Returns for 5 years | N/A | 40.11 | - |
| Returns for 10 years | N/A | N/A | - |