| FINVX | LIDRX | FINVX / LIDRX | |
| Total Expense Ratio | 0.01 | 1.34 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.34 | 1% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 5.962 | 7.110 | 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 | 2.06 | 201% |
| Returns for 1 year | 39.30 | 42.88 | 92% |
| Returns for 3 years | 73.89 | 69.00 | 107% |
| Returns for 5 years | 98.75 | 67.80 | 146% |
| Returns for 10 years | 149.29 | 117.91 | 127% |