The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FWMMX | TRCPX | FWMMX / TRCPX | |
| Total Expense Ratio | 0.35 | 0.56 | 62% |
| Annual Report Gross Expense Ratio | 0.35 | 0.56 | 62% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 13.766 | 18.005 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.32B | 3,305% |
| Annual Yield % from dividends | 1.35 | 1.13 | 119% |
| Returns for 1 year | 7.55 | 13.87 | 54% |
| Returns for 3 years | 34.37 | 38.21 | 90% |
| Returns for 5 years | 50.87 | 47.70 | 107% |
| Returns for 10 years | N/A | 80.38 | - |