The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JAKWX | QLENX | JAKWX / QLENX | |
| Total Expense Ratio | 1.54 | 6.06 | 25% |
| Annual Report Gross Expense Ratio | 1.79 | 6.06 | 30% |
| Fund Existence | 1 year | 13 years | - |
| Gain YTD | 16.169 | 5.496 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 8.76B | 17% |
| Annual Yield % from dividends | 1.50 | 1.57 | 95% |
| Returns for 1 year | 16.73 | 16.98 | 99% |
| Returns for 3 years | N/A | 95.08 | - |
| Returns for 5 years | N/A | 185.80 | - |
| Returns for 10 years | N/A | 160.45 | - |