The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AOPCX | INSLX | AOPCX / INSLX | |
| Total Expense Ratio | 2.02 | 1.06 | 191% |
| Annual Report Gross Expense Ratio | 2.71 | 1.06 | 256% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 32.102 | -2.369 | -1,355% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.2M | 2.23B | 2% |
| Annual Yield % from dividends | 1.93 | 1.55 | 125% |
| Returns for 1 year | 27.83 | -14.95 | -186% |
| Returns for 3 years | 57.71 | -8.67 | -666% |
| Returns for 5 years | 6.75 | -29.59 | -23% |
| Returns for 10 years | 15.56 | N/A | - |