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FINVX vs TSWIX
FINVX vs TSWIX Comparison
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FINVX vs TSWIX Comparison Chart in %
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FINVX vs. TSWIX commentary
Sep 12, 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 TSWIX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.3B vs. TSWIX (4.25B). FINVX pays higher dividends than TSWIX: FINVX (3.92) vs TSWIX (3.23). FINVX was incepted earlier than TSWIX: FINVX (17 years) vs TSWIX (34 years). TSWIX (0.84) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. TSWIX (13.00). FINVX has a lower initial minimum investment than TSWIX: FINVX (0) vs TSWIX (1000000). TSWIX annual gain was more profitable for investors over the last year : 18.88 vs. FINVX (10.63). FINVX return over 5 years is better than : 84.13 vs. TSWIX (51.64).
| FINVX | TSWIX | FINVX / TSWIX | |
| Total Expense Ratio | 0.01 | 0.84 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.84 | 1% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 10.577 | 15.730 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 4.25B | 431% |
| Annual Yield % from dividends | 3.92 | 3.23 | 122% |
| Returns for 1 year | 10.63 | 18.88 | 56% |
| Returns for 3 years | 74.00 | 63.84 | 116% |
| Returns for 5 years | 84.13 | 51.64 | 163% |
| Returns for 10 years | 143.68 | 104.95 | 137% |
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