FINVX
Price
$17.44
Change
+$0.19 (+1.10%)
Updated
Sep 11 closing price
Net Assets
18.3B
WFEAX
Price
$17.70
Change
-$0.02 (-0.11%)
Updated
Sep 11 closing price
Net Assets
176.83M
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FINVX vs WFEAX

FINVX vs WFEAX Comparison Chart in %
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FINVX vs. WFEAX 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 WFEAX is a Hold.

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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.3B vs. WFEAX (177M). FINVX pays higher dividends than WFEAX: FINVX (3.92) vs WFEAX (1.77). FINVX was incepted earlier than WFEAX: FINVX (17 years) vs WFEAX (29 years). WFEAX (1.32) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. WFEAX (22.00). FINVX has a lower initial minimum investment than WFEAX: FINVX (0) vs WFEAX (1000). WFEAX annual gain was more profitable for investors over the last year : 18.20 vs. FINVX (10.63). FINVX return over 5 years is better than : 84.13 vs. WFEAX (44.57).
FINVXWFEAXFINVX / WFEAX
Total Expense Ratio0.011.141%
Annual Report Gross Expense Ratio0.011.321%
Fund Existence17 years29 years-
Gain YTD10.57711.05696%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.3B177M10,339%
Annual Yield % from dividends3.921.77221%
Returns for 1 year10.6318.2058%
Returns for 3 years74.0051.01145%
Returns for 5 years84.1344.57189%
Returns for 10 years143.68101.56141%
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