Interact to see
Advertisement
Advertisement
FINVX vs FIWCX
FINVX vs FIWCX Comparison
Open Charts FINVX vs FIWCX
FINVX vs FIWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FINVX vs. FIWCX commentary
Aug 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 Hold and FIWCX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. FIWCX (14.2B). FINVX pays higher dividends than FIWCX: FINVX (3.93) vs FIWCX (3.07). 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 : 29.99 vs. FINVX (17.00). FINVX (86.89) and FIWCX (85.12) have equivalent 5 years return.
| 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 | 12.628 | 20.413 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 14.2B | 131% |
| Annual Yield % from dividends | 3.93 | 3.07 | 128% |
| Returns for 1 year | 17.00 | 29.99 | 57% |
| Returns for 3 years | 77.55 | 84.19 | 92% |
| Returns for 5 years | 86.89 | 85.12 | 102% |
| Returns for 10 years | 145.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement