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FINVX vs TRWTX
FINVX vs TRWTX Comparison
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FINVX vs TRWTX Comparison Chart in %
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FINVX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. TRWTX (4.32B). FINVX pays higher dividends than TRWTX: FINVX (4.07) vs TRWTX (3.43). FINVX was incepted earlier than TRWTX: FINVX (17 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). FINVX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 20.47 vs. FINVX (16.75). FINVX return over 5 years is better than : 85.33 vs. TRWTX (49.42).
| FINVX | TRWTX | FINVX / TRWTX | |
| Total Expense Ratio | 0.01 | 0.76 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.76 | 1% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 9.167 | 13.508 | 68% |
| 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 | 3.43 | 119% |
| Returns for 1 year | 16.75 | 20.47 | 82% |
| Returns for 3 years | 70.41 | 53.74 | 131% |
| Returns for 5 years | 85.33 | 49.42 | 173% |
| Returns for 10 years | 145.58 | 112.38 | 130% |