The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSMEX | JFNIX | FSMEX / JFNIX | |
| Total Expense Ratio | 0.62 | 0.78 | 79% |
| Annual Report Gross Expense Ratio | 0.62 | 0.78 | 79% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | -12.448 | 13.886 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 6.03B | 55% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -11.12 | 32.49 | -34% |
| Returns for 3 years | -15.55 | 35.12 | -44% |
| Returns for 5 years | -40.84 | 21.16 | -193% |
| Returns for 10 years | 22.16 | 94.09 | 24% |