| FINVX | SIDVX | FINVX / SIDVX | |
| Total Expense Ratio | 0.01 | 1.12 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.12 | 1% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 39.178 | 40.072 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 2.78B | 587% |
| Annual Yield % from dividends | 3.34 | 2.07 | 161% |
| Returns for 1 year | 34.00 | 37.35 | 91% |
| Returns for 3 years | 76.67 | 65.30 | 117% |
| Returns for 5 years | 97.54 | 73.69 | 132% |
| Returns for 10 years | 115.88 | 106.74 | 109% |