The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSMAX | VYMQX | FSMAX / VYMQX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.07 | 3% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 16.420 | 18.435 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 142M | 28,239% |
| Annual Yield % from dividends | 0.49 | 0.65 | 76% |
| Returns for 1 year | 18.47 | -8.13 | -227% |
| Returns for 3 years | 66.94 | 8.71 | 768% |
| Returns for 5 years | 32.84 | -14.95 | -220% |
| Returns for 10 years | 132.09 | 21.69 | 609% |