The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FSSZX | FTHFX | FSSZX / FTHFX | |
| Total Expense Ratio | 0.73 | 0.64 | 114% |
| Annual Report Gross Expense Ratio | 0.73 | 0.64 | 114% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 19.605 | 17.526 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 12.1B | 61% |
| Annual Yield % from dividends | 0.38 | 0.56 | 68% |
| Returns for 1 year | 26.47 | 19.34 | 137% |
| Returns for 3 years | 65.98 | 60.60 | 109% |
| Returns for 5 years | 39.54 | 60.53 | 65% |
| Returns for 10 years | N/A | 233.87 | - |