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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
Sep 13, 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: 18.3B vs. FIVMX (5.4B). FINVX pays higher dividends than FIVMX: FINVX (3.92) vs FIVMX (1.96). 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 : 16.49 vs. FINVX (10.63). FINVX (84.13) and FIVMX (83.28) 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 | 10.577 | 9.703 | 109% |
| Front Load | N/A | 6% | - |
| 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 | 1.96 | 200% |
| Returns for 1 year | 10.63 | 16.49 | 64% |
| Returns for 3 years | 74.00 | 77.42 | 96% |
| Returns for 5 years | 84.13 | 83.28 | 101% |
| Returns for 10 years | 143.68 | 123.54 | 116% |
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