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FINVX vs SVXCX
FINVX vs SVXCX Comparison
Open Charts FINVX vs SVXCX
FINVX vs SVXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. SVXCX (368M). FINVX pays higher dividends than SVXCX: FINVX (3.93) vs SVXCX (0.85). FINVX was incepted earlier than SVXCX: FINVX (17 years) vs SVXCX (12 years). SVXCX (2.28) is less costly to investors than FINVX (0.01). SVXCX (29.80) and FINVX (29.00) have comparable annual turnover. FINVX has a lower initial minimum investment than SVXCX: FINVX (0) vs SVXCX (25000). SVXCX annual gain was more profitable for investors over the last year : 43.82 vs. FINVX (13.88).
| FINVX | SVXCX | FINVX / SVXCX | |
| Total Expense Ratio | 0.01 | 2.01 | 0% |
| Annual Report Gross Expense Ratio | 0.01 | 2.28 | 0% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 11.795 | 33.266 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 368M | 5,054% |
| Annual Yield % from dividends | 3.93 | 0.85 | 464% |
| Returns for 1 year | 13.88 | 43.82 | 32% |
| Returns for 3 years | 76.55 | 94.75 | 81% |
| Returns for 5 years | 86.64 | N/A | - |
| Returns for 10 years | 144.53 | N/A | - |
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