The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JNUSX | TRIGX | JNUSX / TRIGX | |
| Total Expense Ratio | 0.79 | 0.81 | 98% |
| Annual Report Gross Expense Ratio | 0.80 | 0.81 | 99% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 18.182 | 16.316 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 2500 | 120,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 17B | 25% |
| Annual Yield % from dividends | 2.47 | 2.27 | 109% |
| Returns for 1 year | 32.72 | 27.88 | 117% |
| Returns for 3 years | 106.25 | 90.76 | 117% |
| Returns for 5 years | 107.25 | 92.60 | 116% |
| Returns for 10 years | 168.13 | 151.95 | 111% |