| FINVX | SVXAX | FINVX / SVXAX | |
| Total Expense Ratio | 0.01 | 1.42 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.44 | 1% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 6.538 | 8.792 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 222M | 7,748% |
| Annual Yield % from dividends | 4.15 | 1.49 | 278% |
| Returns for 1 year | 38.60 | 44.10 | 88% |
| Returns for 3 years | 74.84 | 62.85 | 119% |
| Returns for 5 years | 97.90 | N/A | - |
| Returns for 10 years | 150.65 | N/A | - |