| 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 | 10.577 | 35.324 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 395M | 4,633% |
| Annual Yield % from dividends | 3.92 | 1.27 | 310% |
| Returns for 1 year | 10.63 | 45.48 | 23% |
| Returns for 3 years | 74.00 | 101.37 | 73% |
| Returns for 5 years | 84.13 | N/A | - |
| Returns for 10 years | 143.68 | N/A | - |