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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
Jul 14, 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: 17.7B vs. FIVLX (4.72B). FINVX pays higher dividends than FIVLX: FINVX (4.07) vs FIVLX (2.18). 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 : 23.42 vs. FINVX (16.75). FIVLX (86.89) and FINVX (85.33) 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 | 9.167 | 8.711 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 4.72B | 375% |
| Annual Yield % from dividends | 4.07 | 2.18 | 187% |
| Returns for 1 year | 16.75 | 23.42 | 72% |
| Returns for 3 years | 70.41 | 75.54 | 93% |
| Returns for 5 years | 85.33 | 86.89 | 98% |
| Returns for 10 years | 145.58 | 128.75 | 113% |
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