| 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 | 40.268 | 41.191 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.73B | 590% |
| Annual Yield % from dividends | 3.39 | 2.12 | 160% |
| Returns for 1 year | 36.74 | 39.39 | 93% |
| Returns for 3 years | 85.85 | 73.08 | 117% |
| Returns for 5 years | 112.71 | 84.44 | 133% |
| Returns for 10 years | 122.41 | 112.21 | 109% |