| FINVX | TRWFX | FINVX / TRWFX | |
| Total Expense Ratio | 0.01 | 1.01 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.01 | 1% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 8.013 | 12.584 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.31B | 413% |
| Annual Yield % from dividends | 4.06 | 3.23 | 126% |
| Returns for 1 year | 18.47 | 22.36 | 83% |
| Returns for 3 years | 75.62 | 58.29 | 130% |
| Returns for 5 years | 81.91 | 47.72 | 172% |
| Returns for 10 years | 155.29 | N/A | - |