The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HBSGX | NRGEX | HBSGX / NRGEX | |
| Total Expense Ratio | 0.91 | 0.02 | 4,550% |
| Annual Report Gross Expense Ratio | 0.91 | 0.68 | 134% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.272 | 14.405 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 7.17B | 8% |
| Annual Yield % from dividends | 0.00 | 1.14 | - |
| Returns for 1 year | 16.79 | -3.13 | -536% |
| Returns for 3 years | 10.60 | 3.04 | 348% |
| Returns for 5 years | -30.70 | N/A | - |
| Returns for 10 years | 1.76 | N/A | - |