FINVX
Price
$16.92
Change
-$0.11 (-0.65%)
Updated
Jul 13 closing price
Net Assets
17.67B
TSWIX
Price
$27.99
Change
-$0.28 (-0.99%)
Updated
Jul 13 closing price
Net Assets
4.32B
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FINVX vs TSWIX

FINVX vs TSWIX Comparison Chart in %
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FINVX vs. TSWIX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. TSWIX (4.32B). FINVX pays higher dividends than TSWIX: FINVX (4.07) vs TSWIX (3.38). 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 : 20.30 vs. FINVX (16.75). FINVX return over 5 years is better than : 85.33 vs. TSWIX (48.71).
FINVXTSWIXFINVX / TSWIX
Total Expense Ratio0.010.861%
Annual Report Gross Expense Ratio0.010.861%
Fund Existence17 years34 years-
Gain YTD9.16713.44368%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.7B4.32B410%
Annual Yield % from dividends4.073.38121%
Returns for 1 year16.7520.3083%
Returns for 3 years70.4153.25132%
Returns for 5 years85.3348.71175%
Returns for 10 years145.58106.86136%
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