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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
Aug 23, 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 StrongBuy and TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. TRWAX (4.41B). FINVX pays higher dividends than TRWAX: FINVX (3.93) vs TRWAX (3.00). FINVX was incepted earlier than TRWAX: FINVX (17 years) vs TRWAX (15 years). TRWAX (1.36) 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 : 22.73 vs. FINVX (13.16). FINVX return over 5 years is better than : 89.88 vs. TRWAX (55.27).
| FINVX | TRWAX | FINVX / TRWAX | |
| Total Expense Ratio | 0.01 | 1.25 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.36 | 1% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 11.154 | 18.149 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 4.41B | 421% |
| Annual Yield % from dividends | 3.93 | 3.00 | 131% |
| Returns for 1 year | 13.16 | 22.73 | 58% |
| Returns for 3 years | 79.57 | 66.74 | 119% |
| Returns for 5 years | 89.88 | 55.27 | 163% |
| Returns for 10 years | 141.07 | 102.60 | 137% |
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