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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: 17.8B vs. IOVFX (335M). IOVFX (4.19) and FINVX (4.06) have matching dividends . FINVX was incepted earlier than IOVFX: FINVX (17 years) vs IOVFX (3 years). IOVFX (6.04) 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 (18.58) and IOVFX (18.02) have marching annual gain over last year.
| FINVX | IOVFX | FINVX / IOVFX | |
| Total Expense Ratio | 0.01 | 0.81 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 6.04 | 0% |
| Fund Existence | 17 years | 3 years | - |
| Gain YTD | 7.821 | 13.321 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 335M | 5,313% |
| Annual Yield % from dividends | 4.06 | 4.19 | 97% |
| Returns for 1 year | 18.58 | 18.02 | 103% |
| Returns for 3 years | 75.31 | N/A | - |
| Returns for 5 years | 83.69 | N/A | - |
| Returns for 10 years | 154.83 | N/A | - |
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