The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HAMVX | JVMCX | HAMVX / JVMCX | |
| Total Expense Ratio | 0.85 | 1.85 | 46% |
| Annual Report Gross Expense Ratio | 0.90 | 1.86 | 48% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 24.255 | 14.347 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 23.6B | 2% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 22.05 | 5.41 | 408% |
| Returns for 3 years | 46.52 | 16.23 | 287% |
| Returns for 5 years | 42.75 | 8.87 | 482% |
| Returns for 10 years | 80.49 | 42.98 | 187% |