The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| TEDIX | WILCX | TEDIX / WILCX | |
| Total Expense Ratio | 1.20 | 0.95 | 126% |
| Annual Report Gross Expense Ratio | 1.20 | 1.18 | 102% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 8.441 | 19.478 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 176M | 5,382% |
| Annual Yield % from dividends | 1.50 | 1.95 | 77% |
| Returns for 1 year | 5.77 | 24.14 | 24% |
| Returns for 3 years | 18.59 | 60.85 | 31% |
| Returns for 5 years | 9.19 | 56.42 | 16% |
| Returns for 10 years | 21.79 | 81.55 | 27% |