The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HFQRX | LIDFX | HFQRX / LIDFX | |
| Total Expense Ratio | 0.69 | 0.83 | 83% |
| Annual Report Gross Expense Ratio | 0.69 | 0.83 | 83% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 19.511 | 18.818 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 561M | 1,423% |
| Annual Yield % from dividends | 6.08 | 2.33 | 261% |
| Returns for 1 year | 28.15 | 30.91 | 91% |
| Returns for 3 years | 77.90 | 85.93 | 91% |
| Returns for 5 years | 78.32 | 70.18 | 112% |
| Returns for 10 years | 130.81 | 119.11 | 110% |