| FINVX | FIVPX | FINVX / FIVPX | |
| Total Expense Ratio | 0.01 | 1.34 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.34 | 1% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 5.962 | 5.795 | 103% |
| Front Load | N/A | 4% | - |
| 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 | 1.80 | 230% |
| Returns for 1 year | 39.30 | 45.31 | 87% |
| Returns for 3 years | 73.89 | 75.88 | 97% |
| Returns for 5 years | 98.75 | 94.80 | 104% |
| Returns for 10 years | 149.29 | 127.18 | 117% |