FINVX
Price
$16.59
Change
-$0.26 (-1.54%)
Updated
Jun 23 closing price
Net Assets
17.81B
TRWTX
Price
$28.37
Change
-$0.06 (-0.21%)
Updated
Jun 22 closing price
Net Assets
4.31B
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FINVX vs TRWTX

FINVX vs TRWTX Comparison Chart in %
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FINVX vs. TRWTX commentary
Jun 24, 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 Hold and TRWTX is a Hold.

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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. TRWTX (4.31B). FINVX pays higher dividends than TRWTX: FINVX (4.06) vs TRWTX (3.44). 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 : 23.48 vs. FINVX (18.47). FINVX return over 5 years is better than : 81.91 vs. TRWTX (50.06).
FINVXTRWTXFINVX / TRWTX
Total Expense Ratio0.010.761%
Annual Report Gross Expense Ratio0.010.761%
Fund Existence17 years34 years-
Gain YTD8.01312.95262%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets17.8B4.31B413%
Annual Yield % from dividends4.063.44118%
Returns for 1 year18.4723.4879%
Returns for 3 years75.6259.84126%
Returns for 5 years81.9150.06164%
Returns for 10 years155.29121.60128%
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