| 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 | 40.268 | 34.601 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 191M | 8,429% |
| Annual Yield % from dividends | 3.39 | 1.55 | 219% |
| Returns for 1 year | 36.74 | 32.73 | 112% |
| Returns for 3 years | 85.85 | 57.62 | 149% |
| Returns for 5 years | 112.71 | 72.72 | 155% |
| Returns for 10 years | 122.41 | 64.82 | 189% |