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FINVX vs TRWFX
FINVX vs TRWFX Comparison
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FINVX vs TRWFX Comparison Chart in %
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FINVX vs. TRWFX 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 TRWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. TRWFX (4.31B). FINVX pays higher dividends than TRWFX: FINVX (4.06) vs TRWFX (3.23). FINVX was incepted earlier than TRWFX: FINVX (17 years) vs TRWFX (9 years). TRWFX (1.01) 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 : 23.23 vs. FINVX (18.58). FINVX return over 5 years is better than : 83.69 vs. TRWFX (49.13).
| FINVX | TRWFX | FINVX / TRWFX | |
| Total Expense Ratio | 0.01 | 1.01 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.01 | 1% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 7.821 | 12.822 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.31B | 413% |
| Annual Yield % from dividends | 4.06 | 3.23 | 126% |
| Returns for 1 year | 18.58 | 23.23 | 80% |
| Returns for 3 years | 75.31 | 58.62 | 128% |
| Returns for 5 years | 83.69 | 49.13 | 170% |
| Returns for 10 years | 154.83 | N/A | - |