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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
Jun 04, 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 TRWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. TRWIX (4.32B). FINVX pays higher dividends than TRWIX: FINVX (4.06) vs TRWIX (3.46). 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 : 20.59 vs. FINVX (15.70). FINVX return over 5 years is better than : 76.52 vs. TRWIX (46.09).
| 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 | 7.115 | 11.984 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.32B | 412% |
| Annual Yield % from dividends | 4.06 | 3.46 | 117% |
| Returns for 1 year | 15.70 | 20.59 | 76% |
| Returns for 3 years | 74.64 | 57.30 | 130% |
| Returns for 5 years | 76.52 | 46.09 | 166% |
| Returns for 10 years | 134.54 | 100.50 | 134% |
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