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FINVX vs TRWRX
FINVX vs TRWRX Comparison
Open Charts FINVX vs TRWRX
FINVX vs TRWRX Comparison Chart in %
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FINVX vs. TRWRX commentary
Jul 14, 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 TRWRX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. TRWRX (4.32B). FINVX pays higher dividends than TRWRX: FINVX (4.07) vs TRWRX (2.97). FINVX was incepted earlier than TRWRX: FINVX (17 years) vs TRWRX (9 years). TRWRX (1.28) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. TRWRX (13.00). FINVX (0) and TRWRX (0) have matching initial minimum investment requirements. TRWRX annual gain was more profitable for investors over the last year : 19.86 vs. FINVX (16.75). FINVX return over 5 years is better than : 85.33 vs. TRWRX (46.54).
| FINVX | TRWRX | FINVX / TRWRX | |
| Total Expense Ratio | 0.01 | 1.28 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.28 | 1% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 9.167 | 13.170 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 4.32B | 410% |
| Annual Yield % from dividends | 4.07 | 2.97 | 137% |
| Returns for 1 year | 16.75 | 19.86 | 84% |
| Returns for 3 years | 70.41 | 51.41 | 137% |
| Returns for 5 years | 85.33 | 46.54 | 183% |
| Returns for 10 years | 145.58 | N/A | - |
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