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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 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 TRWIX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. TRWIX (4.41B). 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 : 23.36 vs. FINVX (13.16). FINVX return over 5 years is better than : 89.88 vs. TRWIX (58.43).
| 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 | 11.154 | 18.557 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 4.41B | 421% |
| Annual Yield % from dividends | 3.93 | 3.35 | 117% |
| Returns for 1 year | 13.16 | 23.36 | 56% |
| Returns for 3 years | 79.57 | 69.30 | 115% |
| Returns for 5 years | 89.88 | 58.43 | 154% |
| Returns for 10 years | 141.07 | 107.64 | 131% |
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