| 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 | 39.178 | 26.838 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 4.46B | 365% |
| Annual Yield % from dividends | 3.34 | 1.19 | 281% |
| Returns for 1 year | 34.00 | 23.30 | 146% |
| Returns for 3 years | 76.67 | 45.48 | 169% |
| Returns for 5 years | 97.54 | 46.16 | 211% |
| Returns for 10 years | 115.88 | 62.98 | 184% |