The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| IENSX | VGENX | IENSX / VGENX | |
| Total Expense Ratio | 0.83 | 0.45 | 184% |
| Annual Report Gross Expense Ratio | 0.83 | 0.45 | 184% |
| Fund Existence | 9 years | 42 years | - |
| Gain YTD | 14.609 | 20.495 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 6.32B | 7% |
| Annual Yield % from dividends | 3.54 | 2.88 | 123% |
| Returns for 1 year | 9.92 | 2.33 | 425% |
| Returns for 3 years | 26.50 | 10.33 | 257% |
| Returns for 5 years | 181.18 | 56.96 | 318% |
| Returns for 10 years | N/A | 26.39 | - |