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FINVX vs TRWAX
FINVX vs TRWAX Comparison
Open Charts FINVX vs TRWAX
FINVX vs TRWAX Comparison Chart in %
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FINVX vs. TRWAX commentary
Jun 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. TRWAX (4.32B). FINVX pays higher dividends than TRWAX: FINVX (4.06) vs TRWAX (3.09). 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 : 19.98 vs. FINVX (15.70). FINVX return over 5 years is better than : 76.52 vs. TRWAX (43.24).
| 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 | 7.115 | 11.734 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.32B | 412% |
| Annual Yield % from dividends | 4.06 | 3.09 | 131% |
| Returns for 1 year | 15.70 | 19.98 | 79% |
| Returns for 3 years | 74.64 | 54.91 | 136% |
| Returns for 5 years | 76.52 | 43.24 | 177% |
| Returns for 10 years | 134.54 | 95.70 | 141% |
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