The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSMDX | THPMX | FSMDX / THPMX | |
| Total Expense Ratio | 0.03 | 1.15 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.41 | 2% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 15.489 | 17.244 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 65.4M | 81,193% |
| Annual Yield % from dividends | 0.75 | 0.43 | 173% |
| Returns for 1 year | 17.45 | 18.56 | 94% |
| Returns for 3 years | 55.10 | 29.68 | 186% |
| Returns for 5 years | 39.42 | 0.76 | 5,189% |
| Returns for 10 years | 162.29 | 47.52 | 342% |