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FINVX vs FIVOX
FINVX vs FIVOX Comparison
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FINVX vs FIVOX Comparison Chart in %
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FINVX vs. FIVOX commentary
Aug 03, 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 FIVOX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. FIVOX (5.15B). FINVX pays higher dividends than FIVOX: FINVX (3.93) vs FIVOX (1.57). FINVX was incepted earlier than FIVOX: FINVX (17 years) vs FIVOX (20 years). FIVOX (1.83) is less costly to investors than FINVX (0.01). FIVOX is a more actively managed with annual turnover of: 31.00 vs. FINVX (29.00). FINVX (0) and FIVOX (0) have matching initial minimum investment requirements. FIVOX annual gain was more profitable for investors over the last year : 25.01 vs. FINVX (19.56). FINVX return over 5 years is better than : 89.25 vs. FIVOX (81.44).
| FINVX | FIVOX | FINVX / FIVOX | |
| Total Expense Ratio | 0.01 | 1.83 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.83 | 1% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 11.282 | 10.063 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 5.15B | 361% |
| Annual Yield % from dividends | 3.93 | 1.57 | 251% |
| Returns for 1 year | 19.56 | 25.01 | 78% |
| Returns for 3 years | 72.65 | 72.20 | 101% |
| Returns for 5 years | 89.25 | 81.44 | 110% |
| Returns for 10 years | 148.43 | 119.79 | 124% |
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