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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
Jun 04, 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 TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. TRWTX (4.32B). FINVX pays higher dividends than TRWTX: FINVX (4.06) vs TRWTX (3.44). FINVX was incepted earlier than TRWTX: FINVX (17 years) vs TRWTX (33 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 : 20.68 vs. FINVX (15.70). FINVX return over 5 years is better than : 76.52 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 7.115 | 11.998 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.32B | 412% |
| Annual Yield % from dividends | 4.06 | 3.44 | 118% |
| Returns for 1 year | 15.70 | 20.68 | 76% |
| Returns for 3 years | 74.64 | 57.37 | 130% |
| Returns for 5 years | 76.52 | 46.23 | 166% |
| Returns for 10 years | 134.54 | 104.63 | 129% |
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