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FINVX vs FIVLX
FINVX vs FIVLX Comparison
Open Charts FINVX vs FIVLX
FINVX vs FIVLX Comparison Chart in %
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FINVX vs. FIVLX commentary
Aug 23, 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 StrongBuy and FIVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. FIVLX (5.15B). FINVX pays higher dividends than FIVLX: FINVX (3.93) vs FIVLX (2.10). FINVX was incepted earlier than FIVLX: FINVX (17 years) vs FIVLX (20 years). FIVLX (0.80) is less costly to investors than FINVX (0.01). FIVLX is a more actively managed with annual turnover of: 31.00 vs. FINVX (29.00). FINVX (0) and FIVLX (0) have matching initial minimum investment requirements. FIVLX annual gain was more profitable for investors over the last year : 19.52 vs. FINVX (13.16). FIVLX (91.36) and FINVX (89.88) have equivalent 5 years return.
| FINVX | FIVLX | FINVX / FIVLX | |
| Total Expense Ratio | 0.01 | 0.80 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.80 | 1% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 11.154 | 10.482 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 5.15B | 361% |
| Annual Yield % from dividends | 3.93 | 2.10 | 188% |
| Returns for 1 year | 13.16 | 19.52 | 67% |
| Returns for 3 years | 79.57 | 84.68 | 94% |
| Returns for 5 years | 89.88 | 91.36 | 98% |
| Returns for 10 years | 141.07 | 124.30 | 113% |
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