The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| APHDX | RSLAX | APHDX / RSLAX | |
| Total Expense Ratio | 1.10 | 1.74 | 63% |
| Annual Report Gross Expense Ratio | 1.10 | 1.74 | 63% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -3.763 | 14.935 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.10 | - |
| Returns for 1 year | -7.75 | 8.24 | -94% |
| Returns for 3 years | 29.74 | 33.48 | 89% |
| Returns for 5 years | 2.15 | -2.58 | -83% |
| Returns for 10 years | N/A | 55.95 | - |