| INIVX | SGGDX | INIVX / SGGDX | |
| Total Expense Ratio | 1.42 | 1.16 | 122% |
| Annual Report Gross Expense Ratio | 1.42 | 1.16 | 122% |
| Fund Existence | 70 years | 32 years | - |
| Gain YTD | 164.712 | 134.466 | 122% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 5.7B | 28% |
| Annual Yield % from dividends | 2.99 | 2.44 | 123% |
| Returns for 1 year | 161.69 | 131.36 | 123% |
| Returns for 3 years | 225.46 | 174.60 | 129% |
| Returns for 5 years | 148.08 | 151.05 | 98% |
| Returns for 10 years | 585.94 | 441.86 | 133% |