The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSMAX | STMGX | FSMAX / STMGX | |
| Total Expense Ratio | 0.04 | 1.15 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.23 | 3% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 14.960 | 11.689 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 785M | 5,108% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 18.31 | -15.67 | -117% |
| Returns for 3 years | 62.42 | 9.38 | 666% |
| Returns for 5 years | 31.17 | -18.16 | -172% |
| Returns for 10 years | 129.51 | 70.06 | 185% |