The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| IORLX | MECMX | IORLX / MECMX | |
| Total Expense Ratio | 0.48 | 0.71 | 68% |
| Annual Report Gross Expense Ratio | 0.48 | 0.71 | 68% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 0.806 | 0.128 | 629% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 2.44B | 40% |
| Annual Yield % from dividends | 3.64 | 3.56 | 102% |
| Returns for 1 year | 3.99 | 3.48 | 114% |
| Returns for 3 years | 9.84 | 10.60 | 93% |
| Returns for 5 years | 5.67 | 2.89 | 196% |
| Returns for 10 years | N/A | 17.40 | - |