| FINVX | LIDOX | FINVX / LIDOX | |
| Total Expense Ratio | 0.01 | 0.66 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.66 | 2% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 35.654 | 28.390 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 464M | 3,470% |
| Annual Yield % from dividends | 3.39 | 3.04 | 111% |
| Returns for 1 year | 32.14 | 26.73 | 120% |
| Returns for 3 years | 74.36 | 59.44 | 125% |
| Returns for 5 years | 95.03 | 54.18 | 175% |
| Returns for 10 years | 109.89 | N/A | - |