The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| OEQAX | RNWBX | OEQAX / RNWBX | |
| Total Expense Ratio | 1.22 | 1.66 | 73% |
| Annual Report Gross Expense Ratio | 1.50 | 1.66 | 90% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 12.838 | 16.015 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 88.6B | 0% |
| Annual Yield % from dividends | 1.57 | 0.41 | 379% |
| Returns for 1 year | 27.24 | 19.81 | 138% |
| Returns for 3 years | 63.29 | 48.77 | 130% |
| Returns for 5 years | N/A | 11.95 | - |
| Returns for 10 years | -5.57 | 96.44 | -6% |