The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSRJX | VGSIX | FSRJX / VGSIX | |
| Total Expense Ratio | 0.56 | 0.27 | 207% |
| Annual Report Gross Expense Ratio | 0.56 | 0.27 | 207% |
| Fund Existence | 2 years | 30 years | - |
| Gain YTD | 12.195 | 10.188 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 73.1B | 4% |
| Annual Yield % from dividends | 2.14 | 3.47 | 62% |
| Returns for 1 year | 12.33 | 9.39 | 131% |
| Returns for 3 years | N/A | 30.06 | - |
| Returns for 5 years | N/A | 3.82 | - |
| Returns for 10 years | N/A | 50.45 | - |