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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: 17.7B vs. SVXLX (309M). FINVX pays higher dividends than SVXLX: FINVX (4.07) vs SVXLX (1.40). FINVX was incepted earlier than SVXLX: FINVX (17 years) vs SVXLX (12 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 : 42.90 vs. FINVX (16.75).
| 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 | 12 years | - |
| Gain YTD | 9.167 | 24.231 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 309M | 5,728% |
| Annual Yield % from dividends | 4.07 | 1.40 | 290% |
| Returns for 1 year | 16.75 | 42.90 | 39% |
| Returns for 3 years | 70.41 | 85.85 | 82% |
| Returns for 5 years | 85.33 | N/A | - |
| Returns for 10 years | 145.58 | N/A | - |
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