| FINVX | MXIVX | FINVX / MXIVX | |
| Total Expense Ratio | 0.01 | 1.07 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.08 | 1% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 31.040 | 39.551 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 1.61B | 1,015% |
| Annual Yield % from dividends | 3.34 | 1.09 | 306% |
| Returns for 1 year | 30.53 | 34.66 | 88% |
| Returns for 3 years | 67.85 | 62.41 | 109% |
| Returns for 5 years | 83.84 | 49.68 | 169% |
| Returns for 10 years | 103.05 | 60.55 | 170% |