The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| KAUAX | VMGIX | KAUAX / VMGIX | |
| Total Expense Ratio | 1.96 | 0.19 | 1,032% |
| Annual Report Gross Expense Ratio | 1.96 | 0.19 | 1,032% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 11.311 | 7.540 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 34.1B | 15% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 0.32 | 3.96 | 8% |
| Returns for 3 years | 23.26 | 46.54 | 50% |
| Returns for 5 years | -22.60 | 20.06 | -113% |
| Returns for 10 years | 13.14 | 182.67 | 7% |