| FINVX | FIVQX | FINVX / FIVQX | |
| Total Expense Ratio | 0.01 | 0.84 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.84 | 1% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 5.962 | 5.803 | 103% |
| 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 | 2.27 | 183% |
| Returns for 1 year | 39.30 | 46.11 | 85% |
| Returns for 3 years | 73.89 | 78.61 | 94% |
| Returns for 5 years | 98.75 | 99.86 | 99% |
| Returns for 10 years | 149.29 | 132.76 | 112% |