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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
Jun 24, 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 FIVMX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. FIVMX (4.58B). FINVX pays higher dividends than FIVMX: FINVX (4.06) 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 : 24.88 vs. FINVX (18.58). FINVX (83.69) and FIVMX (82.38) 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 | 7.821 | 7.224 | 108% |
| Front Load | N/A | 6% | - |
| 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 | 2.03 | 201% |
| Returns for 1 year | 18.58 | 24.88 | 75% |
| Returns for 3 years | 75.31 | 78.79 | 96% |
| Returns for 5 years | 83.69 | 82.38 | 102% |
| Returns for 10 years | 154.83 | 134.03 | 116% |
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