The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| MACHX | RLBAX | MACHX / RLBAX | |
| Total Expense Ratio | 0.57 | 1.32 | 43% |
| Annual Report Gross Expense Ratio | 0.57 | 1.32 | 43% |
| Fund Existence | 42 years | 24 years | - |
| Gain YTD | 9.298 | 9.393 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 283B | 0% |
| Annual Yield % from dividends | 1.75 | 1.12 | 157% |
| Returns for 1 year | 6.36 | 10.38 | 61% |
| Returns for 3 years | 31.67 | 39.16 | 81% |
| Returns for 5 years | 20.53 | 27.64 | 74% |
| Returns for 10 years | 41.62 | 74.16 | 56% |