| FINVX | TRWAX | FINVX / TRWAX | |
| Total Expense Ratio | 0.01 | 1.25 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.75 | 1% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 39.178 | 27.581 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 4.37B | 373% |
| Annual Yield % from dividends | 3.34 | 1.78 | 187% |
| Returns for 1 year | 34.00 | 24.06 | 141% |
| Returns for 3 years | 76.67 | 47.51 | 161% |
| Returns for 5 years | 97.54 | 49.18 | 198% |
| Returns for 10 years | 115.88 | 68.50 | 169% |