| FINVX | PJRAX | FINVX / PJRAX | |
| Total Expense Ratio | 0.01 | 1.43 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.59 | 1% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 39.178 | 35.676 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 287M | 5,679% |
| Annual Yield % from dividends | 3.34 | 2.84 | 118% |
| Returns for 1 year | 34.00 | 32.34 | 105% |
| Returns for 3 years | 76.67 | 68.13 | 113% |
| Returns for 5 years | 97.54 | 47.90 | 204% |
| Returns for 10 years | 115.88 | 82.87 | 140% |