FINVX
Price
$16.85
Change
+$0.03 (+0.18%)
Updated
Jun 22 closing price
Net Assets
17.81B
TRWAX
Price
$27.69
Change
-$0.06 (-0.22%)
Updated
Jun 22 closing price
Net Assets
4.31B
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FINVX vs TRWAX

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 StrongBuy.

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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 : 22.79 vs. FINVX (18.58). FINVX return over 5 years is better than : 83.69 vs. TRWAX (47.02).
FINVXTRWAXFINVX / TRWAX
Total Expense Ratio0.011.251%
Annual Report Gross Expense Ratio0.011.361%
Fund Existence17 years15 years-
Gain YTD7.82112.66762%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.8B4.31B413%
Annual Yield % from dividends4.063.09131%
Returns for 1 year18.5822.7982%
Returns for 3 years75.3157.35131%
Returns for 5 years83.6947.02178%
Returns for 10 years154.83111.96138%
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