The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JSJIX | WCMLX | JSJIX / WCMLX | |
| Total Expense Ratio | 0.94 | 0.99 | 95% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 4.118 | 6.904 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 49.8M | 1,048% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.72 | 10.02 | -47% |
| Returns for 3 years | 17.78 | 22.79 | 78% |
| Returns for 5 years | -40.77 | -7.19 | 567% |
| Returns for 10 years | N/A | N/A | - |