The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HBLVX | JNBSX | HBLVX / JNBSX | |
| Total Expense Ratio | 0.56 | 0.60 | 93% |
| Annual Report Gross Expense Ratio | 0.56 | 0.81 | 69% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 5.485 | 7.266 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 8.75B | 126% |
| Annual Yield % from dividends | 3.38 | 5.85 | 58% |
| Returns for 1 year | 4.35 | 11.84 | 37% |
| Returns for 3 years | 21.65 | 38.15 | 57% |
| Returns for 5 years | 6.70 | 17.87 | 37% |
| Returns for 10 years | 42.46 | 65.81 | 65% |