The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SIDNX | TRWTX | SIDNX / TRWTX | |
| Total Expense Ratio | 0.87 | 0.76 | 114% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 22.282 | 18.673 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 4.36B | 88% |
| Annual Yield % from dividends | 2.59 | 3.27 | 79% |
| Returns for 1 year | 31.30 | 24.73 | 127% |
| Returns for 3 years | 92.09 | 68.28 | 135% |
| Returns for 5 years | 82.02 | 53.69 | 153% |
| Returns for 10 years | 141.80 | 108.04 | 131% |