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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
Jul 14, 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: 17.7B vs. TRWAX (4.32B). FINVX pays higher dividends than TRWAX: FINVX (4.07) 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 : 19.78 vs. FINVX (16.75). FINVX return over 5 years is better than : 85.33 vs. TRWAX (46.40).
| 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 | 9.167 | 13.195 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 4.32B | 410% |
| Annual Yield % from dividends | 4.07 | 3.09 | 132% |
| Returns for 1 year | 16.75 | 19.78 | 85% |
| Returns for 3 years | 70.41 | 51.38 | 137% |
| Returns for 5 years | 85.33 | 46.40 | 184% |
| Returns for 10 years | 145.58 | 103.09 | 141% |
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