| FINVX | RTIRX | FINVX / RTIRX | |
| Total Expense Ratio | 0.01 | 0.73 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.91 | 1% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 36.997 | 26.482 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 199M | 8,291% |
| Annual Yield % from dividends | 3.39 | 4.17 | 81% |
| Returns for 1 year | 30.79 | 21.64 | 142% |
| Returns for 3 years | 98.50 | 66.22 | 149% |
| Returns for 5 years | 124.53 | 60.06 | 207% |
| Returns for 10 years | 112.61 | N/A | - |