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FINVX vs FIVMX
FINVX vs FIVMX Comparison
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FINVX vs FIVMX Comparison Chart in %
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FINVX vs. FIVMX 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 FIVMX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. FIVMX (4.72B). FINVX pays higher dividends than FIVMX: FINVX (4.07) vs FIVMX (2.03). FINVX was incepted earlier than FIVMX: FINVX (17 years) vs FIVMX (20 years). FIVMX (1.09) is less costly to investors than FINVX (0.01). FIVMX is a more actively managed with annual turnover of: 31.00 vs. FINVX (29.00). FINVX (0) and FIVMX (0) have matching initial minimum investment requirements. FIVMX annual gain was more profitable for investors over the last year : 22.99 vs. FINVX (16.75). FINVX (85.33) and FIVMX (84.35) have equivalent 5 years return.
| FINVX | FIVMX | FINVX / FIVMX | |
| Total Expense Ratio | 0.01 | 1.09 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.09 | 1% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 9.167 | 8.499 | 108% |
| Front Load | N/A | 6% | - |
| 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 | 2.03 | 200% |
| Returns for 1 year | 16.75 | 22.99 | 73% |
| Returns for 3 years | 70.41 | 73.80 | 95% |
| Returns for 5 years | 85.33 | 84.35 | 101% |
| Returns for 10 years | 145.58 | 125.69 | 116% |
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