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FINVX vs IOVFX
FINVX vs IOVFX Comparison
Open Charts FINVX vs IOVFX
FINVX vs IOVFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. IOVFX (336M). FINVX pays higher dividends than IOVFX: FINVX (4.07) vs IOVFX (2.63). FINVX was incepted earlier than IOVFX: FINVX (17 years) vs IOVFX (3 years). IOVFX (0.88) is less costly to investors than FINVX (0.01). IOVFX is a more actively managed with annual turnover of: 47.00 vs. FINVX (29.00). FINVX (0) and IOVFX (0) have matching initial minimum investment requirements. FINVX annual gain was more profitable for investors over the last year : 16.75 vs. IOVFX (12.08).
| FINVX | IOVFX | FINVX / IOVFX | |
| Total Expense Ratio | 0.01 | 0.77 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.88 | 1% |
| Fund Existence | 17 years | 3 years | - |
| Gain YTD | 9.167 | 9.335 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 336M | 5,268% |
| Annual Yield % from dividends | 4.07 | 2.63 | 155% |
| Returns for 1 year | 16.75 | 12.08 | 139% |
| Returns for 3 years | 70.41 | N/A | - |
| Returns for 5 years | 85.33 | N/A | - |
| Returns for 10 years | 145.58 | N/A | - |
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