The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AVUYX | RMFEX | AVUYX / RMFEX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.63 | 0.62 | 102% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 16.811 | 16.703 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 112B | 2% |
| Annual Yield % from dividends | 1.86 | 1.43 | 130% |
| Returns for 1 year | 4.50 | 9.19 | 49% |
| Returns for 3 years | 6.66 | 31.21 | 21% |
| Returns for 5 years | 18.44 | 57.31 | 32% |
| Returns for 10 years | N/A | 105.64 | - |