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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: 18.3B vs. IOVFX (518M). FINVX pays higher dividends than IOVFX: FINVX (3.92) vs IOVFX (2.82). 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. IOVFX annual gain was more profitable for investors over the last year : 11.95 vs. FINVX (10.63).
| 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 | 10.577 | 17.290 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 518M | 3,533% |
| Annual Yield % from dividends | 3.92 | 2.82 | 139% |
| Returns for 1 year | 10.63 | 11.95 | 89% |
| Returns for 3 years | 74.00 | 53.94 | 137% |
| Returns for 5 years | 84.13 | N/A | - |
| Returns for 10 years | 143.68 | N/A | - |
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