| FINVX | HFSSX | FINVX / HFSSX | |
| Total Expense Ratio | 0.01 | 0.70 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.36 | 1% |
| Fund Existence | 16 years | 3 years | - |
| Gain YTD | 41.359 | 38.699 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 157M | 10,255% |
| Annual Yield % from dividends | 3.39 | 1.40 | 242% |
| Returns for 1 year | 38.89 | 34.55 | 113% |
| Returns for 3 years | 88.23 | 86.63 | 102% |
| Returns for 5 years | 114.36 | N/A | - |
| Returns for 10 years | 122.07 | N/A | - |