| FINVX | HFYFX | FINVX / HFYFX | |
| Total Expense Ratio | 0.01 | 0.76 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.76 | 1% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 5.962 | 8.174 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 3.11B | 554% |
| Annual Yield % from dividends | 4.15 | 2.96 | 140% |
| Returns for 1 year | 39.30 | 47.92 | 82% |
| Returns for 3 years | 73.89 | 73.38 | 101% |
| Returns for 5 years | 98.75 | 80.04 | 123% |
| Returns for 10 years | 149.29 | N/A | - |