The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JAKVX | QLENX | JAKVX / QLENX | |
| Total Expense Ratio | 1.54 | 6.06 | 25% |
| Annual Report Gross Expense Ratio | 1.79 | 6.06 | 30% |
| Fund Existence | 2 years | 13 years | - |
| Gain YTD | 15.600 | 4.475 | 349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 8.68B | 17% |
| Annual Yield % from dividends | 1.49 | 1.57 | 95% |
| Returns for 1 year | 15.95 | 16.40 | 97% |
| Returns for 3 years | N/A | 93.06 | - |
| Returns for 5 years | N/A | 183.03 | - |
| Returns for 10 years | N/A | 158.74 | - |