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FINVX vs TRWIX
FINVX vs TRWIX Comparison
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FINVX vs TRWIX Comparison Chart in %
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FINVX vs. TRWIX commentary
Aug 03, 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 TRWIX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. TRWIX (4.38B). FINVX pays higher dividends than TRWIX: FINVX (3.93) vs TRWIX (3.35). FINVX was incepted earlier than TRWIX: FINVX (17 years) vs TRWIX (15 years). TRWIX (0.76) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. TRWIX (13.00). FINVX (0) and TRWIX (0) have matching initial minimum investment requirements. TRWIX annual gain was more profitable for investors over the last year : 25.84 vs. FINVX (19.56). FINVX return over 5 years is better than : 89.25 vs. TRWIX (54.06).
| FINVX | TRWIX | FINVX / TRWIX | |
| Total Expense Ratio | 0.01 | 0.76 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.76 | 1% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 11.282 | 15.992 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 4.38B | 425% |
| Annual Yield % from dividends | 3.93 | 3.35 | 117% |
| Returns for 1 year | 19.56 | 25.84 | 76% |
| Returns for 3 years | 72.65 | 57.47 | 126% |
| Returns for 5 years | 89.25 | 54.06 | 165% |
| Returns for 10 years | 148.43 | 109.69 | 135% |