The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| PTMQX | RWMFX | PTMQX / RWMFX | |
| Total Expense Ratio | 0.35 | 0.31 | 113% |
| Annual Report Gross Expense Ratio | 0.39 | 0.31 | 126% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 13.617 | 6.007 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 218B | 0% |
| Annual Yield % from dividends | 0.83 | 1.41 | 59% |
| Returns for 1 year | 10.64 | 6.15 | 173% |
| Returns for 3 years | 43.99 | 31.21 | 141% |
| Returns for 5 years | 27.05 | 26.96 | 100% |
| Returns for 10 years | N/A | 80.57 | - |