The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| IMEGX | VEIEX | IMEGX / VEIEX | |
| Total Expense Ratio | 0.64 | 0.29 | 221% |
| Annual Report Gross Expense Ratio | 1.09 | 0.29 | 376% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 23.125 | 12.662 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 162B | 0% |
| Annual Yield % from dividends | 1.85 | 2.13 | 87% |
| Returns for 1 year | 26.53 | 19.64 | 135% |
| Returns for 3 years | 63.49 | 56.69 | 112% |
| Returns for 5 years | 4.68 | 26.98 | 17% |
| Returns for 10 years | 96.05 | 87.67 | 110% |