The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HRNIX | VEXPX | HRNIX / VEXPX | |
| Total Expense Ratio | 1.20 | 0.39 | 308% |
| Annual Report Gross Expense Ratio | 1.60 | 0.39 | 410% |
| Fund Existence | 2 years | 59 years | - |
| Gain YTD | 18.575 | 16.175 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 22.1B | 5% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | 37.74 | 11.92 | 317% |
| Returns for 3 years | N/A | 27.18 | - |
| Returns for 5 years | N/A | -11.08 | - |
| Returns for 10 years | N/A | 51.74 | - |