| FINVX | LAIDX | FINVX / LAIDX | |
| Total Expense Ratio | 0.01 | 0.74 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.74 | 1% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 39.178 | 31.664 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 481M | 3,389% |
| Annual Yield % from dividends | 3.34 | 2.98 | 112% |
| Returns for 1 year | 34.00 | 28.37 | 120% |
| Returns for 3 years | 76.67 | 60.95 | 126% |
| Returns for 5 years | 97.54 | 55.77 | 175% |
| Returns for 10 years | 115.88 | 82.64 | 140% |