The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HFYRX | VIHAX | HFYRX / VIHAX | |
| Total Expense Ratio | 1.46 | 0.16 | 913% |
| Annual Report Gross Expense Ratio | 1.46 | 0.16 | 913% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 23.270 | 19.749 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 22.7B | 17% |
| Annual Yield % from dividends | 2.15 | 3.39 | 63% |
| Returns for 1 year | 31.52 | 28.77 | 110% |
| Returns for 3 years | 92.38 | 75.79 | 122% |
| Returns for 5 years | 79.22 | 64.68 | 122% |
| Returns for 10 years | N/A | 107.98 | - |