The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| MXKVX | WHGHX | MXKVX / WHGHX | |
| Total Expense Ratio | 0.41 | 0.27 | 152% |
| Annual Report Gross Expense Ratio | 0.49 | 0.36 | 136% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 4.878 | 5.175 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 117M | 1,566% |
| Annual Yield % from dividends | 2.14 | 5.58 | 38% |
| Returns for 1 year | 6.60 | 8.95 | 74% |
| Returns for 3 years | 22.11 | 32.99 | 67% |
| Returns for 5 years | 9.34 | 25.74 | 36% |
| Returns for 10 years | 35.87 | 80.19 | 45% |