The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| NWAVX | RGEBX | NWAVX / RGEBX | |
| Total Expense Ratio | 0.49 | 1.08 | 45% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 4.819 | 9.979 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 342B | 0% |
| Annual Yield % from dividends | 2.72 | 0.00 | - |
| Returns for 1 year | 0.89 | 3.57 | 25% |
| Returns for 3 years | 16.44 | 40.56 | 41% |
| Returns for 5 years | 26.47 | 9.76 | 271% |
| Returns for 10 years | N/A | 95.74 | - |