| FINVX | FIVOX | FINVX / FIVOX | |
| Total Expense Ratio | 0.01 | 1.92 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.92 | 1% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 2.372 | 2.322 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 3.5B | 472% |
| Annual Yield % from dividends | 4.35 | 1.72 | 252% |
| Returns for 1 year | 40.24 | 45.76 | 88% |
| Returns for 3 years | 68.63 | 68.26 | 101% |
| Returns for 5 years | 88.51 | 80.25 | 110% |
| Returns for 10 years | 140.02 | 113.18 | 124% |