| FINVX | FIVMX | FINVX / FIVMX | |
| Total Expense Ratio | 0.01 | 1.17 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.17 | 1% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 36.158 | 33.929 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 3.04B | 530% |
| Annual Yield % from dividends | 3.39 | 1.83 | 185% |
| Returns for 1 year | 32.94 | 30.55 | 108% |
| Returns for 3 years | 79.87 | 71.86 | 111% |
| Returns for 5 years | 102.01 | 84.73 | 120% |
| Returns for 10 years | 110.67 | 80.27 | 138% |