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FINVX vs TRWFX
FINVX vs TRWFX Comparison
Open Charts FINVX vs TRWFX
FINVX vs TRWFX Comparison Chart in %
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FINVX vs. TRWFX commentary
Sep 12, 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 TRWFX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.3B vs. TRWFX (4.25B). FINVX pays higher dividends than TRWFX: FINVX (3.92) vs TRWFX (3.08). FINVX was incepted earlier than TRWFX: FINVX (17 years) vs TRWFX (10 years). TRWFX (0.99) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. TRWFX (13.00). FINVX has a lower initial minimum investment than TRWFX: FINVX (0) vs TRWFX (5000). TRWFX annual gain was more profitable for investors over the last year : 18.73 vs. FINVX (10.63). FINVX return over 5 years is better than : 84.13 vs. TRWFX (51.32).
| FINVX | TRWFX | FINVX / TRWFX | |
| Total Expense Ratio | 0.01 | 0.99 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.99 | 1% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 10.577 | 15.592 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 4.25B | 431% |
| Annual Yield % from dividends | 3.92 | 3.08 | 128% |
| Returns for 1 year | 10.63 | 18.73 | 57% |
| Returns for 3 years | 74.00 | 63.18 | 117% |
| Returns for 5 years | 84.13 | 51.32 | 164% |
| Returns for 10 years | 143.68 | N/A | - |
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