| 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 | 31.040 | 33.379 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 194M | 8,402% |
| Annual Yield % from dividends | 3.34 | 1.60 | 208% |
| Returns for 1 year | 30.96 | 32.73 | 95% |
| Returns for 3 years | 67.85 | 53.00 | 128% |
| Returns for 5 years | 83.84 | 61.80 | 136% |
| Returns for 10 years | 104.95 | 73.71 | 142% |