| FINVX | SVXFX | FINVX / SVXFX | |
| Total Expense Ratio | 0.01 | 1.15 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.16 | 1% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 5.962 | 7.523 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 219M | 7,854% |
| Annual Yield % from dividends | 4.15 | 1.67 | 248% |
| Returns for 1 year | 39.30 | 46.10 | 85% |
| Returns for 3 years | 73.89 | 62.25 | 119% |
| Returns for 5 years | 98.75 | N/A | - |
| Returns for 10 years | 149.29 | N/A | - |