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FINVX vs SVXLX
FINVX vs SVXLX Comparison
Open Charts FINVX vs SVXLX
FINVX vs SVXLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. SVXLX (305M). FINVX pays higher dividends than SVXLX: FINVX (4.06) vs SVXLX (1.39). FINVX was incepted earlier than SVXLX: FINVX (17 years) vs SVXLX (11 years). SVXLX (2.83) is less costly to investors than FINVX (0.01). SVXLX (29.80) and FINVX (29.00) have comparable annual turnover. FINVX has a lower initial minimum investment than SVXLX: FINVX (0) vs SVXLX (3000). SVXLX annual gain was more profitable for investors over the last year : 46.62 vs. FINVX (15.70).
| FINVX | SVXLX | FINVX / SVXLX | |
| Total Expense Ratio | 0.01 | 1.26 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 2.83 | 0% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 7.115 | 22.782 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 305M | 5,836% |
| Annual Yield % from dividends | 4.06 | 1.39 | 291% |
| Returns for 1 year | 15.70 | 46.62 | 34% |
| Returns for 3 years | 74.64 | 97.15 | 77% |
| Returns for 5 years | 76.52 | N/A | - |
| Returns for 10 years | 134.54 | N/A | - |
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