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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
Sep 13, 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: 18.3B vs. TRWCX (4.25B). FINVX pays higher dividends than TRWCX: FINVX (3.92) vs TRWCX (2.54). FINVX was incepted earlier than TRWCX: FINVX (17 years) vs TRWCX (16 years). TRWCX (1.89) 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 : 17.58 vs. FINVX (10.63). FINVX return over 5 years is better than : 84.13 vs. TRWCX (45.21).
| FINVX | TRWCX | FINVX / TRWCX | |
| Total Expense Ratio | 0.01 | 1.89 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.89 | 1% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 10.577 | 14.914 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 4.25B | 431% |
| Annual Yield % from dividends | 3.92 | 2.54 | 155% |
| Returns for 1 year | 10.63 | 17.58 | 60% |
| Returns for 3 years | 74.00 | 58.67 | 126% |
| Returns for 5 years | 84.13 | 45.21 | 186% |
| Returns for 10 years | 143.68 | 93.76 | 153% |
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