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FINVX vs FIVQX
FINVX vs FIVQX Comparison
Open Charts FINVX vs FIVQX
FINVX vs FIVQX Comparison Chart in %
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FINVX vs. FIVQX 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 FIVQX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. FIVQX (4.58B). FINVX pays higher dividends than FIVQX: FINVX (4.06) vs FIVQX (2.23). FINVX was incepted earlier than FIVQX: FINVX (17 years) vs FIVQX (20 years). FIVQX (0.84) is less costly to investors than FINVX (0.01). FIVQX is a more actively managed with annual turnover of: 31.00 vs. FINVX (29.00). FINVX (0) and FIVQX (0) have matching initial minimum investment requirements. FIVQX annual gain was more profitable for investors over the last year : 25.30 vs. FINVX (18.58). FIVQX (84.87) and FINVX (83.69) have equivalent 5 years return.
| FINVX | FIVQX | FINVX / FIVQX | |
| Total Expense Ratio | 0.01 | 0.84 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.84 | 1% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 7.821 | 7.360 | 106% |
| Front Load | N/A | N/A | - |
| 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 | 2.23 | 182% |
| Returns for 1 year | 18.58 | 25.30 | 73% |
| Returns for 3 years | 75.31 | 80.44 | 94% |
| Returns for 5 years | 83.69 | 84.87 | 99% |
| Returns for 10 years | 154.83 | 137.15 | 113% |
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