The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| PJOQX | RWMHX | PJOQX / RWMHX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 0.81 | 0.41 | 198% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 19.446 | 5.938 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 218B | 0% |
| Annual Yield % from dividends | 0.86 | 1.33 | 65% |
| Returns for 1 year | 19.83 | 6.03 | 329% |
| Returns for 3 years | 48.98 | 30.77 | 159% |
| Returns for 5 years | 44.61 | 26.41 | 169% |
| Returns for 10 years | 49.72 | 79.46 | 63% |