| FINVX | LIRRX | FINVX / LIRRX | |
| Total Expense Ratio | 0.01 | 1.24 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.24 | 1% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 40.268 | 32.387 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 483M | 3,333% |
| Annual Yield % from dividends | 3.39 | 2.59 | 131% |
| Returns for 1 year | 36.74 | 30.51 | 120% |
| Returns for 3 years | 85.85 | 65.99 | 130% |
| Returns for 5 years | 112.71 | 63.88 | 176% |
| Returns for 10 years | 122.41 | 81.98 | 149% |