| 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 | 5.962 | 5.957 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 4.53B | 379% |
| Annual Yield % from dividends | 4.15 | 2.81 | 148% |
| Returns for 1 year | 39.30 | 28.75 | 137% |
| Returns for 3 years | 73.89 | 44.84 | 165% |
| Returns for 5 years | 98.75 | 45.47 | 217% |
| Returns for 10 years | 149.29 | 95.97 | 156% |