The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JAKRX | NLSCX | JAKRX / NLSCX | |
| Total Expense Ratio | 1.91 | 2.38 | 80% |
| Annual Report Gross Expense Ratio | 2.16 | 2.38 | 91% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 14.854 | 1.600 | 928% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 7.29B | 20% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 15.08 | 2.25 | 669% |
| Returns for 3 years | 32.79 | 17.05 | 192% |
| Returns for 5 years | 60.24 | 9.00 | 670% |
| Returns for 10 years | 79.19 | 45.36 | 175% |