The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JRAAX | RGEBX | JRAAX / RGEBX | |
| Total Expense Ratio | 1.03 | 1.08 | 95% |
| Annual Report Gross Expense Ratio | 1.03 | 1.08 | 95% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 5.152 | 9.288 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7B | 342B | 8% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.77 | 2.72 | -65% |
| Returns for 3 years | 48.48 | 39.67 | 122% |
| Returns for 5 years | 23.76 | 9.57 | 248% |
| Returns for 10 years | 118.18 | 94.51 | 125% |