The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSMAX | IRMCX | FSMAX / IRMCX | |
| Total Expense Ratio | 0.04 | 0.65 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.84 | 4% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 16.420 | -15.283 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 787M | 5,095% |
| Annual Yield % from dividends | 0.49 | 0.74 | 67% |
| Returns for 1 year | 18.47 | -14.65 | -126% |
| Returns for 3 years | 66.94 | -8.16 | -821% |
| Returns for 5 years | 32.84 | -32.43 | -101% |
| Returns for 10 years | 132.09 | -30.79 | -429% |