| FINVX | JFEAX | FINVX / JFEAX | |
| Total Expense Ratio | 0.01 | 1.00 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.23 | 1% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 5.962 | 8.279 | 72% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 2.92B | 590% |
| Annual Yield % from dividends | 4.15 | 2.59 | 160% |
| Returns for 1 year | 39.30 | 54.22 | 72% |
| Returns for 3 years | 73.89 | 94.98 | 78% |
| Returns for 5 years | 98.75 | 115.64 | 85% |
| Returns for 10 years | 149.29 | 170.25 | 88% |