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FINVX vs TRWCX
FINVX vs TRWCX Comparison
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FINVX vs TRWCX Comparison Chart in %
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FINVX vs. TRWCX 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 TRWCX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. TRWCX (4.32B). FINVX pays higher dividends than TRWCX: FINVX (4.07) vs TRWCX (2.65). FINVX was incepted earlier than TRWCX: FINVX (17 years) vs TRWCX (15 years). TRWCX (1.91) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. TRWCX (13.00). FINVX has a lower initial minimum investment than TRWCX: FINVX (0) vs TRWCX (1000). TRWCX annual gain was more profitable for investors over the last year : 18.97 vs. FINVX (16.75). FINVX return over 5 years is better than : 85.33 vs. TRWCX (42.48).
| FINVX | TRWCX | FINVX / TRWCX | |
| Total Expense Ratio | 0.01 | 1.91 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.91 | 1% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 9.167 | 12.859 | 71% |
| Front Load | N/A | N/A | - |
| 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 | 2.65 | 154% |
| Returns for 1 year | 16.75 | 18.97 | 88% |
| Returns for 3 years | 70.41 | 48.34 | 146% |
| Returns for 5 years | 85.33 | 42.48 | 201% |
| Returns for 10 years | 145.58 | 95.49 | 152% |
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