The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| RMEBX | SSHVX | RMEBX / SSHVX | |
| Total Expense Ratio | 1.07 | 0.75 | 143% |
| Annual Report Gross Expense Ratio | 1.07 | 0.86 | 124% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 9.195 | 9.209 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1B | 11,800% |
| Annual Yield % from dividends | 0.99 | 0.78 | 127% |
| Returns for 1 year | 6.98 | 8.51 | 82% |
| Returns for 3 years | 34.71 | 19.91 | 174% |
| Returns for 5 years | 32.91 | -8.75 | -376% |
| Returns for 10 years | 89.03 | 9.00 | 989% |