The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| OLCAX | SFCIX | OLCAX / SFCIX | |
| Total Expense Ratio | 0.79 | 0.80 | 99% |
| Annual Report Gross Expense Ratio | 0.79 | 0.86 | 92% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 0.601 | 0.513 | 117% |
| Front Load | 3% | 2% | 125% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 330M | 295% |
| Annual Yield % from dividends | 3.34 | 2.24 | 149% |
| Returns for 1 year | 3.33 | 1.85 | 180% |
| Returns for 3 years | 8.85 | 9.98 | 89% |
| Returns for 5 years | 3.73 | 4.27 | 87% |
| Returns for 10 years | 17.06 | 7.94 | 215% |