The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| LGLFX | RGEBX | LGLFX / RGEBX | |
| Total Expense Ratio | 0.64 | 1.08 | 59% |
| Annual Report Gross Expense Ratio | 0.74 | 1.08 | 69% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 3.681 | 8.766 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.43B | 342B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.00 | 2.82 | 141% |
| Returns for 3 years | 82.07 | 39.01 | 210% |
| Returns for 5 years | 12.42 | 8.55 | 145% |
| Returns for 10 years | 152.49 | 93.58 | 163% |