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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
Sep 13, 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 TRWIX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.3B vs. TRWIX (4.25B). FINVX pays higher dividends than TRWIX: FINVX (3.92) vs TRWIX (3.30). FINVX was incepted earlier than TRWIX: FINVX (17 years) vs TRWIX (16 years). TRWIX (0.74) 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 : 19.00 vs. FINVX (10.63). FINVX return over 5 years is better than : 84.13 vs. TRWIX (52.24).
| FINVX | TRWIX | FINVX / TRWIX | |
| Total Expense Ratio | 0.01 | 0.74 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.74 | 1% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 10.577 | 15.792 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 4.25B | 431% |
| Annual Yield % from dividends | 3.92 | 3.30 | 119% |
| Returns for 1 year | 10.63 | 19.00 | 56% |
| Returns for 3 years | 74.00 | 64.33 | 115% |
| Returns for 5 years | 84.13 | 52.24 | 161% |
| Returns for 10 years | 143.68 | 106.07 | 135% |
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