The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| LMOIX | WCMNX | LMOIX / WCMNX | |
| Total Expense Ratio | 0.79 | 1.24 | 64% |
| Annual Report Gross Expense Ratio | 0.79 | 2.04 | 39% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 11.741 | 6.716 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 49.8M | 3,787% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.06 | 9.79 | -41% |
| Returns for 3 years | 5.91 | 21.92 | 27% |
| Returns for 5 years | -30.59 | -8.37 | 366% |
| Returns for 10 years | 40.63 | N/A | - |