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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
Aug 23, 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 TSWIX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. TSWIX (4.41B). FINVX pays higher dividends than TSWIX: FINVX (3.93) vs TSWIX (3.28). FINVX was incepted earlier than TSWIX: FINVX (17 years) vs TSWIX (34 years). TSWIX (0.86) 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 : 23.29 vs. FINVX (13.16). FINVX return over 5 years is better than : 89.88 vs. TSWIX (57.81).
| FINVX | TSWIX | FINVX / TSWIX | |
| Total Expense Ratio | 0.01 | 0.86 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.86 | 1% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 11.154 | 18.499 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 4.41B | 421% |
| Annual Yield % from dividends | 3.93 | 3.28 | 120% |
| Returns for 1 year | 13.16 | 23.29 | 56% |
| Returns for 3 years | 79.57 | 68.80 | 116% |
| Returns for 5 years | 89.88 | 57.81 | 155% |
| Returns for 10 years | 141.07 | 106.39 | 133% |
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