The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| TROZX | WFENX | TROZX / WFENX | |
| Total Expense Ratio | 0.00 | 0.84 | - |
| Annual Report Gross Expense Ratio | 0.65 | 1.01 | 64% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 18.459 | 14.655 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 182M | 9,451% |
| Annual Yield % from dividends | 2.81 | 2.09 | 135% |
| Returns for 1 year | 29.96 | 23.93 | 125% |
| Returns for 3 years | 99.32 | 57.14 | 174% |
| Returns for 5 years | 103.66 | 44.65 | 232% |
| Returns for 10 years | N/A | 94.97 | - |