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FINVX vs FIWCX
FINVX vs FIWCX Comparison
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FINVX vs FIWCX Comparison Chart in %
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FINVX vs. FIWCX commentary
Jul 14, 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 FIWCX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. FIWCX (13.6B). FINVX pays higher dividends than FIWCX: FINVX (4.07) vs FIWCX (3.21). FINVX was incepted earlier than FIWCX: FINVX (17 years) vs FIWCX (9 years). FIWCX (0.16) is less costly to investors than FINVX (0.01). FIWCX is a more actively managed with annual turnover of: 58.00 vs. FINVX (29.00). FINVX (0) and FIWCX (0) have matching initial minimum investment requirements. FIWCX annual gain was more profitable for investors over the last year : 28.91 vs. FINVX (16.75). FINVX return over 5 years is better than : 85.33 vs. FIWCX (79.32).
| FINVX | FIWCX | FINVX / FIWCX | |
| Total Expense Ratio | 0.01 | 0.16 | 6% |
| Annual Report Gross Expense Ratio | 0.01 | 0.16 | 6% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 9.167 | 15.171 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 13.6B | 130% |
| Annual Yield % from dividends | 4.07 | 3.21 | 127% |
| Returns for 1 year | 16.75 | 28.91 | 58% |
| Returns for 3 years | 70.41 | 74.32 | 95% |
| Returns for 5 years | 85.33 | 79.32 | 108% |
| Returns for 10 years | 145.58 | N/A | - |
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