The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| PEMYX | RNWBX | PEMYX / RNWBX | |
| Total Expense Ratio | 1.04 | 1.66 | 63% |
| Annual Report Gross Expense Ratio | 1.30 | 1.66 | 78% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 24.430 | 15.474 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 820M | 88.6B | 1% |
| Annual Yield % from dividends | 0.62 | 0.41 | 150% |
| Returns for 1 year | 38.32 | 19.20 | 200% |
| Returns for 3 years | 101.92 | 47.07 | 217% |
| Returns for 5 years | 37.27 | 11.62 | 321% |
| Returns for 10 years | 158.01 | 98.02 | 161% |