The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| RIRHX | WMRIX | RIRHX / WMRIX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.41 | 0.87 | 47% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 10.883 | 18.879 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 471M | 27,601% |
| Annual Yield % from dividends | 2.83 | 5.99 | 47% |
| Returns for 1 year | 11.41 | 23.05 | 50% |
| Returns for 3 years | 45.69 | 42.70 | 107% |
| Returns for 5 years | 39.55 | 34.17 | 116% |
| Returns for 10 years | 69.72 | 79.28 | 88% |