| FINVX | TRWCX | FINVX / TRWCX | |
| Total Expense Ratio | 0.01 | 1.93 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.94 | 1% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 31.124 | 23.011 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 4.38B | 372% |
| Annual Yield % from dividends | 3.34 | 1.19 | 281% |
| Returns for 1 year | 30.61 | 22.58 | 136% |
| Returns for 3 years | 67.96 | 44.06 | 154% |
| Returns for 5 years | 83.96 | 39.02 | 215% |
| Returns for 10 years | 103.18 | 60.94 | 169% |