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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
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 TSWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. TSWIX (4.32B). FINVX pays higher dividends than TSWIX: FINVX (4.06) vs TSWIX (3.38). FINVX was incepted earlier than TSWIX: FINVX (17 years) vs TSWIX (33 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 : 20.51 vs. FINVX (15.70). FINVX return over 5 years is better than : 76.52 vs. TSWIX (45.55).
| 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 | 33 years | - |
| Gain YTD | 7.115 | 11.958 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.32B | 412% |
| Annual Yield % from dividends | 4.06 | 3.38 | 120% |
| Returns for 1 year | 15.70 | 20.51 | 77% |
| Returns for 3 years | 74.64 | 56.88 | 131% |
| Returns for 5 years | 76.52 | 45.55 | 168% |
| Returns for 10 years | 134.54 | 99.35 | 135% |
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