The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HTSCX | VISVX | HTSCX / VISVX | |
| Total Expense Ratio | 2.06 | 0.19 | 1,084% |
| Annual Report Gross Expense Ratio | 2.10 | 0.19 | 1,105% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 19.659 | 16.757 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 68.3B | 0% |
| Annual Yield % from dividends | 0.13 | 1.65 | 8% |
| Returns for 1 year | 13.27 | 18.76 | 71% |
| Returns for 3 years | 30.54 | 47.16 | 65% |
| Returns for 5 years | 5.09 | 44.33 | 11% |
| Returns for 10 years | 10.10 | 130.35 | 8% |