| FINVX | IFTAX | FINVX / IFTAX | |
| Total Expense Ratio | 0.01 | 1.25 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.25 | 1% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 42.534 | 32.156 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 345M | 4,725% |
| Annual Yield % from dividends | 3.34 | 3.58 | 93% |
| Returns for 1 year | 36.39 | 29.07 | 125% |
| Returns for 3 years | 82.94 | 62.65 | 132% |
| Returns for 5 years | 103.43 | 66.50 | 156% |
| Returns for 10 years | 130.11 | 57.55 | 226% |