The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| TBWAX | VTMNX | TBWAX / VTMNX | |
| Total Expense Ratio | 1.42 | 0.03 | 4,733% |
| Annual Report Gross Expense Ratio | 1.56 | 0.03 | 5,200% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 7.051 | 17.248 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 315B | 0% |
| Annual Yield % from dividends | 1.01 | 2.49 | 41% |
| Returns for 1 year | 13.79 | 25.25 | 55% |
| Returns for 3 years | 42.31 | 62.63 | 68% |
| Returns for 5 years | 7.42 | 41.80 | 18% |
| Returns for 10 years | 83.95 | 105.27 | 80% |