| FINVX | SBICX | FINVX / SBICX | |
| Total Expense Ratio | 0.01 | 2.04 | 0% |
| Annual Report Gross Expense Ratio | 0.01 | 2.07 | 0% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 39.178 | 32.476 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 187M | 8,717% |
| Annual Yield % from dividends | 3.34 | 1.53 | 218% |
| Returns for 1 year | 34.00 | 28.15 | 121% |
| Returns for 3 years | 76.67 | 49.45 | 155% |
| Returns for 5 years | 97.54 | 59.05 | 165% |
| Returns for 10 years | 115.88 | 59.65 | 194% |