| FINVX | FIVPX | FINVX / FIVPX | |
| Total Expense Ratio | 0.01 | 1.42 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.42 | 1% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 39.178 | 36.436 | 108% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 3.2B | 509% |
| Annual Yield % from dividends | 3.34 | 1.57 | 212% |
| Returns for 1 year | 34.00 | 31.24 | 109% |
| Returns for 3 years | 76.67 | 67.35 | 114% |
| Returns for 5 years | 97.54 | 78.86 | 124% |
| Returns for 10 years | 115.88 | 84.33 | 137% |