| 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 | 11.282 | 30.800 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 335M | 5,552% |
| Annual Yield % from dividends | 3.93 | 1.30 | 302% |
| Returns for 1 year | 19.56 | 48.84 | 40% |
| Returns for 3 years | 72.65 | 92.60 | 78% |
| Returns for 5 years | 89.25 | N/A | - |
| Returns for 10 years | 148.43 | N/A | - |