The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AASOX | VISGX | AASOX / VISGX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.00 | 0.19 | 526% |
| Fund Existence | 37 years | 28 years | - |
| Gain YTD | 9.826 | 11.683 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 39.7B | 0% |
| Annual Yield % from dividends | 0.35 | 0.43 | 81% |
| Returns for 1 year | 1.60 | 4.88 | 33% |
| Returns for 3 years | 8.15 | 50.44 | 16% |
| Returns for 5 years | -56.85 | 22.65 | -251% |
| Returns for 10 years | -29.84 | 167.11 | -18% |