The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HMVCX | VMVIX | HMVCX / VMVIX | |
| Total Expense Ratio | 1.97 | 0.19 | 1,037% |
| Annual Report Gross Expense Ratio | 1.97 | 0.19 | 1,037% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 13.064 | 16.962 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 38.6B | 3% |
| Annual Yield % from dividends | 0.02 | 1.69 | 1% |
| Returns for 1 year | 8.81 | 21.13 | 42% |
| Returns for 3 years | -1.22 | 50.70 | -2% |
| Returns for 5 years | -15.61 | 43.64 | -36% |
| Returns for 10 years | -4.78 | 123.81 | -4% |