The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JFAIX | RWMFX | JFAIX / RWMFX | |
| Total Expense Ratio | 0.72 | 0.31 | 232% |
| Annual Report Gross Expense Ratio | 0.77 | 0.31 | 248% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 7.764 | 5.853 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 218B | 0% |
| Annual Yield % from dividends | 0.39 | 1.41 | 28% |
| Returns for 1 year | -1.78 | 5.49 | -33% |
| Returns for 3 years | 38.73 | 31.74 | 122% |
| Returns for 5 years | 23.94 | 26.78 | 89% |
| Returns for 10 years | 159.33 | 79.92 | 199% |