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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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published Highlights
Market Cap
The average market capitalization across the group is 16.34B. The market cap for tickers in the group ranges from 14.38B to 18.3B. FINVX holds the highest valuation in this group at 18.3B. The lowest valued company is FIWCX at 14.38B.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 12%. FINVX experienced the highest price growth at -1%, while FIWCX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
FINVX vs. FIWCX commentary
Sep 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 Buy and FIWCX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.3B vs. FIWCX (14.4B). FINVX pays higher dividends than FIWCX: FINVX (3.92) vs FIWCX (3.03). 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 : 28.54 vs. FINVX (14.33). FIWCX (86.14) and FINVX (84.60) 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 | 11.538 | 20.254 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 14.4B | 127% |
| Annual Yield % from dividends | 3.92 | 3.03 | 130% |
| Returns for 1 year | 14.33 | 28.54 | 50% |
| Returns for 3 years | 75.99 | 85.32 | 89% |
| Returns for 5 years | 84.60 | 86.14 | 98% |
| Returns for 10 years | 139.38 | N/A | - |
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