| FINVX | MXIVX | FINVX / MXIVX | |
| Total Expense Ratio | 0.01 | 1.07 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.08 | 1% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 36.158 | 29.701 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.51B | 1,068% |
| Annual Yield % from dividends | 3.39 | 1.12 | 302% |
| Returns for 1 year | 32.94 | 24.08 | 137% |
| Returns for 3 years | 79.87 | 53.35 | 150% |
| Returns for 5 years | 102.01 | 44.76 | 228% |
| Returns for 10 years | 110.67 | 48.36 | 229% |