Interact to see
Advertisement
Advertisement
FINVX vs FIVLX
FINVX vs FIVLX Comparison
Open Charts FINVX vs FIVLX
FINVX vs FIVLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FINVX vs. FIVLX commentary
Sep 12, 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 Buy and FIVLX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.3B vs. FIVLX (5.4B). FINVX pays higher dividends than FIVLX: FINVX (3.92) 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 : 16.89 vs. FINVX (10.63). FIVLX (85.80) and FINVX (84.13) 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 | 10.577 | 9.915 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 5.4B | 339% |
| Annual Yield % from dividends | 3.92 | 2.10 | 187% |
| Returns for 1 year | 10.63 | 16.89 | 63% |
| Returns for 3 years | 74.00 | 79.01 | 94% |
| Returns for 5 years | 84.13 | 85.80 | 98% |
| Returns for 10 years | 143.68 | 126.85 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement