| FINVX | FIVPX | FINVX / FIVPX | |
| Total Expense Ratio | 0.01 | 1.42 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.42 | 1% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 37.752 | 35.248 | 107% |
| Front Load | N/A | 4% | - |
| 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 | 1.60 | 212% |
| Returns for 1 year | 34.18 | 31.45 | 109% |
| Returns for 3 years | 81.97 | 72.67 | 113% |
| Returns for 5 years | 105.22 | 85.91 | 122% |
| Returns for 10 years | 113.13 | 80.73 | 140% |