| 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 | 42.534 | 35.475 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 487M | 3,347% |
| Annual Yield % from dividends | 3.34 | 2.53 | 132% |
| Returns for 1 year | 36.39 | 30.97 | 118% |
| Returns for 3 years | 82.94 | 65.68 | 126% |
| Returns for 5 years | 103.43 | 58.60 | 177% |
| Returns for 10 years | 130.11 | 92.10 | 141% |