The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HROAX | NLSCX | HROAX / NLSCX | |
| Total Expense Ratio | 2.28 | 2.38 | 96% |
| Annual Report Gross Expense Ratio | 2.79 | 2.38 | 117% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 0.578 | 2.240 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6M | 7.35B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.10 | 2.29 | -396% |
| Returns for 3 years | 19.98 | 17.93 | 111% |
| Returns for 5 years | 4.64 | 9.68 | 48% |
| Returns for 10 years | 12.25 | 46.16 | 27% |