The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| MLPOX | SOAEX | MLPOX / SOAEX | |
| Total Expense Ratio | 1.29 | 1.52 | 85% |
| Annual Report Gross Expense Ratio | 1.29 | 1.52 | 85% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 27.737 | 41.537 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 178M | 698% |
| Annual Yield % from dividends | 4.61 | 10.52 | 44% |
| Returns for 1 year | 29.41 | 40.17 | 73% |
| Returns for 3 years | 95.65 | 83.65 | 114% |
| Returns for 5 years | 197.41 | 174.55 | 113% |
| Returns for 10 years | 141.76 | 117.75 | 120% |