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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
Sep 03, 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: 18.3B vs. TRWTX (4.31B). FINVX pays higher dividends than TRWTX: FINVX (3.92) vs TRWTX (3.27). 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 : 24.06 vs. FINVX (14.33). FINVX return over 5 years is better than : 84.60 vs. TRWTX (51.63).
| 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 | 11.538 | 17.084 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 4.31B | 424% |
| Annual Yield % from dividends | 3.92 | 3.27 | 120% |
| Returns for 1 year | 14.33 | 24.06 | 60% |
| Returns for 3 years | 75.99 | 64.52 | 118% |
| Returns for 5 years | 84.60 | 51.63 | 164% |
| Returns for 10 years | 139.38 | 108.15 | 129% |
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