The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| NRGEX | WSGRX | NRGEX / WSGRX | |
| Total Expense Ratio | 0.02 | 1.38 | 1% |
| Annual Report Gross Expense Ratio | 0.68 | 1.54 | 44% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 15.092 | 16.713 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.2B | 1.09B | 661% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | -3.92 | 0.32 | -1,235% |
| Returns for 3 years | 5.94 | 10.20 | 58% |
| Returns for 5 years | N/A | -45.29 | - |
| Returns for 10 years | N/A | -22.25 | - |