| FINVX | HFSIX | FINVX / HFSIX | |
| Total Expense Ratio | 0.01 | 0.85 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.56 | 1% |
| Fund Existence | 16 years | 4 years | - |
| Gain YTD | 31.040 | 39.399 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 163M | 10,000% |
| Annual Yield % from dividends | 3.34 | 1.25 | 268% |
| Returns for 1 year | 30.96 | 39.34 | 79% |
| Returns for 3 years | 67.85 | 82.58 | 82% |
| Returns for 5 years | 83.84 | N/A | - |
| Returns for 10 years | 104.95 | N/A | - |