The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| HWMAX | MVCAX | HWMAX / MVCAX | |
| Total Expense Ratio | 1.21 | 0.97 | 125% |
| Annual Report Gross Expense Ratio | 1.21 | 0.98 | 123% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 27.136 | 16.694 | 163% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 17.4B | 3% |
| Annual Yield % from dividends | 0.93 | 1.08 | 86% |
| Returns for 1 year | 32.42 | 9.76 | 332% |
| Returns for 3 years | 49.47 | 27.22 | 182% |
| Returns for 5 years | 84.67 | 16.48 | 514% |
| Returns for 10 years | 141.39 | 84.38 | 168% |