| FINVX | SBIEX | FINVX / SBIEX | |
| Total Expense Ratio | 0.01 | 1.29 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.47 | 1% |
| Fund Existence | 16 years | 40 years | - |
| Gain YTD | 41.359 | 35.332 | 117% |
| Front Load | N/A | 6% | - |
| 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 | 1.62 | 209% |
| Returns for 1 year | 38.89 | 33.53 | 116% |
| Returns for 3 years | 88.23 | 60.72 | 145% |
| Returns for 5 years | 114.36 | 78.69 | 145% |
| Returns for 10 years | 122.07 | 74.81 | 163% |