The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| MBXIX | QLFNX | MBXIX / QLFNX | |
| Total Expense Ratio | 2.00 | 7.34 | 27% |
| Annual Report Gross Expense Ratio | 2.00 | 9.51 | 21% |
| Fund Existence | 11 years | 1 year | - |
| Gain YTD | 13.972 | 4.825 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 29.9M | 36,120% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | 16.83 | 18.14 | 93% |
| Returns for 3 years | 29.07 | N/A | - |
| Returns for 5 years | 38.26 | N/A | - |
| Returns for 10 years | 90.77 | N/A | - |