| FINVX | LIRSX | FINVX / LIRSX | |
| Total Expense Ratio | 0.01 | 0.99 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.99 | 1% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 37.752 | 29.341 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 469M | 3,433% |
| Annual Yield % from dividends | 3.39 | 2.86 | 119% |
| Returns for 1 year | 34.18 | 27.73 | 123% |
| Returns for 3 years | 81.97 | 62.95 | 130% |
| Returns for 5 years | 105.22 | 58.51 | 180% |
| Returns for 10 years | 113.13 | 74.84 | 151% |