The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| IOGYX | OGMNX | IOGYX / OGMNX | |
| Total Expense Ratio | 0.73 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 0.73 | 1.31 | 56% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 12.308 | 11.861 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 4.17B | 100% |
| Annual Yield % from dividends | 0.53 | 0.25 | 214% |
| Returns for 1 year | 46.72 | 45.91 | 102% |
| Returns for 3 years | 205.40 | 200.37 | 103% |
| Returns for 5 years | 172.09 | 164.44 | 105% |
| Returns for 10 years | N/A | 271.90 | - |