The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSMDX | PESPX | FSMDX / PESPX | |
| Total Expense Ratio | 0.03 | 0.50 | 5% |
| Annual Report Gross Expense Ratio | 0.03 | 0.51 | 5% |
| Fund Existence | 15 years | 35 years | - |
| Gain YTD | 15.489 | 13.126 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 1.25B | 4,245% |
| Annual Yield % from dividends | 0.75 | 0.93 | 80% |
| Returns for 1 year | 17.45 | 4.46 | 392% |
| Returns for 3 years | 55.10 | 5.94 | 928% |
| Returns for 5 years | 39.42 | -21.17 | -186% |
| Returns for 10 years | 162.29 | -13.03 | -1,245% |