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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
Jun 24, 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 Hold and TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. TRWAX (4.31B). 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 : 21.95 vs. FINVX (18.47). FINVX return over 5 years is better than : 81.91 vs. TRWAX (45.68).
| 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 | 8.013 | 12.424 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.31B | 413% |
| Annual Yield % from dividends | 4.06 | 3.09 | 131% |
| Returns for 1 year | 18.47 | 21.95 | 84% |
| Returns for 3 years | 75.62 | 57.01 | 133% |
| Returns for 5 years | 81.91 | 45.68 | 179% |
| Returns for 10 years | 155.29 | 111.50 | 139% |
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