The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HDGVX | VVIAX | HDGVX / VVIAX | |
| Total Expense Ratio | 0.63 | 0.05 | 1,260% |
| Annual Report Gross Expense Ratio | 0.63 | 0.05 | 1,260% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 16.587 | 18.843 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 262B | 7% |
| Annual Yield % from dividends | 1.10 | 1.81 | 61% |
| Returns for 1 year | 12.94 | 24.05 | 54% |
| Returns for 3 years | 35.87 | 59.52 | 60% |
| Returns for 5 years | 29.79 | 60.49 | 49% |
| Returns for 10 years | 93.26 | 157.46 | 59% |