The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| OAYIX | PZVNX | OAYIX / PZVNX | |
| Total Expense Ratio | 0.89 | 1.09 | 82% |
| Annual Report Gross Expense Ratio | 0.89 | 1.26 | 71% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 7.469 | 23.853 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 157M | 8,153% |
| Annual Yield % from dividends | 1.88 | 1.89 | 100% |
| Returns for 1 year | 16.09 | 33.54 | 48% |
| Returns for 3 years | 41.19 | 74.07 | 56% |
| Returns for 5 years | 29.81 | 73.53 | 41% |
| Returns for 10 years | N/A | N/A | - |