| FINVX | FIVLX | FINVX / FIVLX | |
| Total Expense Ratio | 0.01 | 0.80 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.80 | 1% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 5.128 | 5.028 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 3.9B | 441% |
| Annual Yield % from dividends | 4.15 | 2.21 | 188% |
| Returns for 1 year | 36.66 | 43.47 | 84% |
| Returns for 3 years | 72.52 | 77.33 | 94% |
| Returns for 5 years | 97.58 | 98.74 | 99% |
| Returns for 10 years | 147.33 | 131.55 | 112% |