The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| LHYAX | RITEX | LHYAX / RITEX | |
| Total Expense Ratio | 0.93 | 0.70 | 133% |
| Annual Report Gross Expense Ratio | 0.93 | 0.70 | 133% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 2.129 | 2.023 | 105% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 28.8B | 11% |
| Annual Yield % from dividends | 7.15 | 6.42 | 111% |
| Returns for 1 year | 4.47 | 3.98 | 112% |
| Returns for 3 years | 25.77 | 28.56 | 90% |
| Returns for 5 years | 13.46 | 24.58 | 55% |
| Returns for 10 years | 52.52 | 72.08 | 73% |