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FINVX vs FIQKX
FINVX vs FIQKX Comparison
Open Charts FINVX vs FIQKX
FINVX vs FIQKX Comparison Chart in %
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FINVX vs. FIQKX commentary
Jun 21, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FINVX is a Hold and FIQKX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. FIQKX (4.58B). FINVX pays higher dividends than FIQKX: FINVX (4.06) vs FIQKX (2.28). FINVX was incepted earlier than FIQKX: FINVX (17 years) vs FIQKX (8 years). FIQKX (0.73) is less costly to investors than FINVX (0.01). FIQKX is a more actively managed with annual turnover of: 31.00 vs. FINVX (29.00). FINVX (0) and FIQKX (0) have matching initial minimum investment requirements. FIQKX annual gain was more profitable for investors over the last year : 24.67 vs. FINVX (18.02). FIQKX (87.69) and FINVX (85.18) have equivalent 5 years return.
| FINVX | FIQKX | FINVX / FIQKX | |
| Total Expense Ratio | 0.01 | 0.73 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.73 | 1% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 7.821 | 7.436 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.58B | 389% |
| Annual Yield % from dividends | 4.06 | 2.28 | 178% |
| Returns for 1 year | 18.02 | 24.67 | 73% |
| Returns for 3 years | 55.20 | 65.61 | 84% |
| Returns for 5 years | 85.18 | 87.69 | 97% |
| Returns for 10 years | 139.15 | N/A | - |
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