The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| RBEJX | RBJTX | RBEJX / RBJTX | |
| Total Expense Ratio | 1.09 | 1.39 | 78% |
| Annual Report Gross Expense Ratio | 1.09 | 1.39 | 78% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 4.679 | 4.427 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 4.44B | 100% |
| Annual Yield % from dividends | 1.92 | 1.65 | 116% |
| Returns for 1 year | 2.79 | 2.50 | 112% |
| Returns for 3 years | 22.82 | 21.66 | 105% |
| Returns for 5 years | 8.65 | 7.20 | 120% |
| Returns for 10 years | 35.27 | 33.58 | 105% |