| 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 | 39.178 | 31.100 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 476M | 3,424% |
| Annual Yield % from dividends | 3.34 | 2.53 | 132% |
| Returns for 1 year | 34.00 | 27.82 | 122% |
| Returns for 3 years | 76.67 | 58.73 | 131% |
| Returns for 5 years | 97.54 | 52.85 | 185% |
| Returns for 10 years | 115.88 | 76.11 | 152% |