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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
Aug 23, 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 StrongBuy and TRWFX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. TRWFX (4.41B). FINVX pays higher dividends than TRWFX: FINVX (3.93) vs TRWFX (3.12). 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 : 23.12 vs. FINVX (13.16). FINVX return over 5 years is better than : 89.88 vs. TRWFX (57.47).
| 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 | 11.154 | 18.362 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 4.41B | 421% |
| Annual Yield % from dividends | 3.93 | 3.12 | 126% |
| Returns for 1 year | 13.16 | 23.12 | 57% |
| Returns for 3 years | 79.57 | 68.12 | 117% |
| Returns for 5 years | 89.88 | 57.47 | 156% |
| Returns for 10 years | 141.07 | N/A | - |
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