| FINVX | LIDOX | FINVX / LIDOX | |
| Total Expense Ratio | 0.01 | 0.66 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.66 | 2% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 5.962 | 7.129 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 521M | 3,301% |
| Annual Yield % from dividends | 4.15 | 2.60 | 160% |
| Returns for 1 year | 39.30 | 43.96 | 89% |
| Returns for 3 years | 73.89 | 72.39 | 102% |
| Returns for 5 years | 98.75 | 72.44 | 136% |
| Returns for 10 years | 149.29 | N/A | - |