The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FWMMX | RLUSX | FWMMX / RLUSX | |
| Total Expense Ratio | 0.35 | 0.70 | 50% |
| Annual Report Gross Expense Ratio | 0.35 | 0.78 | 45% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 5.815 | 8.638 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 77.6M | 280,928% |
| Annual Yield % from dividends | 1.38 | 0.54 | 255% |
| Returns for 1 year | 5.45 | 2.70 | 202% |
| Returns for 3 years | 31.60 | 27.63 | 114% |
| Returns for 5 years | 29.32 | 16.43 | 178% |
| Returns for 10 years | N/A | 70.33 | - |