| 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 | 19 years | - |
| Gain YTD | 36.997 | 35.020 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 3.14B | 526% |
| Annual Yield % from dividends | 3.39 | 1.83 | 185% |
| Returns for 1 year | 30.79 | 28.58 | 108% |
| Returns for 3 years | 98.50 | 89.65 | 110% |
| Returns for 5 years | 124.53 | 105.57 | 118% |
| Returns for 10 years | 112.61 | 82.17 | 137% |