The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| RBEDX | RHDTX | RBEDX / RHDTX | |
| Total Expense Ratio | 1.11 | 0.45 | 247% |
| Annual Report Gross Expense Ratio | 1.11 | 0.45 | 247% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 13.774 | 14.419 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 32.3B | 100% |
| Annual Yield % from dividends | 1.85 | 2.40 | 77% |
| Returns for 1 year | 8.73 | 9.45 | 92% |
| Returns for 3 years | 26.96 | 29.03 | 93% |
| Returns for 5 years | 15.95 | 19.20 | 83% |
| Returns for 10 years | 49.83 | 56.61 | 88% |