The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| MFWHX | RIREX | MFWHX / RIREX | |
| Total Expense Ratio | 1.09 | 0.61 | 179% |
| Annual Report Gross Expense Ratio | 1.20 | 0.61 | 197% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 9.778 | 11.040 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 130B | 1% |
| Annual Yield % from dividends | 2.64 | 2.64 | 100% |
| Returns for 1 year | 7.48 | 10.93 | 68% |
| Returns for 3 years | 21.80 | 45.25 | 48% |
| Returns for 5 years | 1.53 | 39.35 | 4% |
| Returns for 10 years | 30.91 | 68.48 | 45% |