The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HAMVX | JVMAX | HAMVX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 0.90 | 1.11 | 81% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 26.545 | 16.453 | 161% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 23.9B | 2% |
| Annual Yield % from dividends | 1.06 | 0.48 | 222% |
| Returns for 1 year | 22.91 | 6.20 | 369% |
| Returns for 3 years | 52.29 | 22.37 | 234% |
| Returns for 5 years | 45.38 | 13.82 | 328% |
| Returns for 10 years | 83.73 | 53.16 | 157% |