The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| LMRNX | VBAIX | LMRNX / VBAIX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 5.140 | 7.211 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 63.8B | 1% |
| Annual Yield % from dividends | 0.96 | 2.05 | 47% |
| Returns for 1 year | 7.69 | 8.16 | 94% |
| Returns for 3 years | 42.48 | 32.86 | 129% |
| Returns for 5 years | 31.42 | 19.15 | 164% |
| Returns for 10 years | 118.23 | 97.07 | 122% |