| FINVX | SVXLX | FINVX / SVXLX | |
| Total Expense Ratio | 0.01 | 1.26 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 2.83 | 0% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 11.154 | 36.015 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 364M | 5,110% |
| Annual Yield % from dividends | 3.93 | 1.30 | 302% |
| Returns for 1 year | 13.16 | 49.12 | 27% |
| Returns for 3 years | 79.57 | 104.22 | 76% |
| Returns for 5 years | 89.88 | N/A | - |
| Returns for 10 years | 141.07 | N/A | - |