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FINVX vs TRWAX
FINVX vs TRWAX Comparison
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FINVX vs TRWAX Comparison Chart in %
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FINVX vs. TRWAX commentary
Sep 12, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FINVX is a Buy and TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.3B vs. TRWAX (4.25B). FINVX pays higher dividends than TRWAX: FINVX (3.92) vs TRWAX (2.95). FINVX was incepted earlier than TRWAX: FINVX (17 years) vs TRWAX (16 years). TRWAX (1.34) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. TRWAX (13.00). FINVX has a lower initial minimum investment than TRWAX: FINVX (0) vs TRWAX (1000). TRWAX annual gain was more profitable for investors over the last year : 18.33 vs. FINVX (10.63). FINVX return over 5 years is better than : 84.13 vs. TRWAX (49.18).
| FINVX | TRWAX | FINVX / TRWAX | |
| Total Expense Ratio | 0.01 | 1.25 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.34 | 1% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 10.577 | 15.347 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 4.25B | 431% |
| Annual Yield % from dividends | 3.92 | 2.95 | 133% |
| Returns for 1 year | 10.63 | 18.33 | 58% |
| Returns for 3 years | 74.00 | 61.76 | 120% |
| Returns for 5 years | 84.13 | 49.18 | 171% |
| Returns for 10 years | 143.68 | 101.16 | 142% |
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