The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HDSIX | NAESX | HDSIX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 18 years | 66 years | - |
| Gain YTD | 27.828 | 16.451 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 18.80 | 18.54 | 101% |
| Returns for 3 years | 29.89 | 52.30 | 57% |
| Returns for 5 years | 3.37 | 33.18 | 10% |
| Returns for 10 years | 48.68 | 151.38 | 32% |