Interact to see
Advertisement
Advertisement
FINVX vs FIVPX
FINVX vs FIVPX Comparison
Open Charts FINVX vs FIVPX
FINVX vs FIVPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FINVX vs. FIVPX commentary
Sep 12, 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 FIVPX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.3B vs. FIVPX (5.4B). FINVX pays higher dividends than FIVPX: FINVX (3.92) vs FIVPX (1.71). FINVX was incepted earlier than FIVPX: FINVX (17 years) vs FIVPX (20 years). FIVPX (1.34) is less costly to investors than FINVX (0.01). FIVPX is a more actively managed with annual turnover of: 31.00 vs. FINVX (29.00). FINVX (0) and FIVPX (0) have matching initial minimum investment requirements. FIVPX annual gain was more profitable for investors over the last year : 16.17 vs. FINVX (10.63). FINVX (84.13) and FIVPX (80.86) have equivalent 5 years return.
| FINVX | FIVPX | FINVX / FIVPX | |
| Total Expense Ratio | 0.01 | 1.34 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.34 | 1% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 10.577 | 9.470 | 112% |
| Front Load | N/A | 4% | - |
| 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 | 1.71 | 229% |
| Returns for 1 year | 10.63 | 16.17 | 66% |
| Returns for 3 years | 74.00 | 76.11 | 97% |
| Returns for 5 years | 84.13 | 80.86 | 104% |
| Returns for 10 years | 143.68 | 120.92 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement