The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| OAZIX | SBIEX | OAZIX / SBIEX | |
| Total Expense Ratio | 0.76 | 1.25 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
| Fund Existence | 6 years | 41 years | - |
| Gain YTD | 7.688 | 16.642 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 220M | 5,818% |
| Annual Yield % from dividends | 2.01 | 3.34 | 60% |
| Returns for 1 year | 16.22 | 28.77 | 56% |
| Returns for 3 years | 43.01 | 70.79 | 61% |
| Returns for 5 years | 30.62 | 68.89 | 44% |
| Returns for 10 years | N/A | 104.76 | - |