The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| IRCSX | WCMOX | IRCSX / WCMOX | |
| Total Expense Ratio | 1.33 | 1.01 | 132% |
| Annual Report Gross Expense Ratio | 1.33 | 2.07 | 64% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 18.342 | 13.457 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 142M | 954% |
| Annual Yield % from dividends | 1.89 | 0.38 | 502% |
| Returns for 1 year | 11.66 | 16.28 | 72% |
| Returns for 3 years | 58.08 | 74.56 | 78% |
| Returns for 5 years | 26.60 | 17.10 | 156% |
| Returns for 10 years | 72.49 | N/A | - |