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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
Jun 04, 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 StrongBuy and FIWCX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. FIWCX (13.3B). FINVX pays higher dividends than FIWCX: FINVX (4.06) vs FIWCX (3.18). FINVX was incepted earlier than FIWCX: FINVX (17 years) vs FIWCX (8 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 : 29.40 vs. FINVX (15.70). FINVX return over 5 years is better than : 76.52 vs. FIWCX (72.47).
| 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 | 8 years | - |
| Gain YTD | 7.115 | 13.820 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 13.3B | 134% |
| Annual Yield % from dividends | 4.06 | 3.18 | 128% |
| Returns for 1 year | 15.70 | 29.40 | 53% |
| Returns for 3 years | 74.64 | 82.83 | 90% |
| Returns for 5 years | 76.52 | 72.47 | 106% |
| Returns for 10 years | 134.54 | N/A | - |
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