The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| NAESX | NSMCX | NAESX / NSMCX | |
| Total Expense Ratio | 0.17 | 1.91 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 2.10 | 8% |
| Fund Existence | 66 years | 20 years | - |
| Gain YTD | 16.451 | 15.879 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 129M | 143,411% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | 18.54 | 12.93 | 143% |
| Returns for 3 years | 52.30 | 32.12 | 163% |
| Returns for 5 years | 33.18 | 11.00 | 302% |
| Returns for 10 years | 151.38 | 9.60 | 1,577% |