FINVX
Price
$16.85
Change
+$0.03 (+0.18%)
Updated
Jun 22 closing price
Net Assets
17.81B
WFEHX
Price
$17.48
Change
-$0.02 (-0.11%)
Updated
Jun 22 closing price
Net Assets
181.01M
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FINVX vs WFEHX

FINVX vs WFEHX Comparison Chart in %
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FINVX vs. WFEHX commentary
Jun 24, 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 Hold and WFEHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. WFEHX (181M). FINVX pays higher dividends than WFEHX: FINVX (4.06) vs WFEHX (2.08). FINVX was incepted earlier than WFEHX: FINVX (17 years) vs WFEHX (11 years). WFEHX (0.91) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. WFEHX (22.00). FINVX (0) and WFEHX (0) have matching initial minimum investment requirements. WFEHX annual gain was more profitable for investors over the last year : 24.48 vs. FINVX (18.58). FINVX return over 5 years is better than : 83.69 vs. WFEHX (41.81).
FINVXWFEHXFINVX / WFEHX
Total Expense Ratio0.010.791%
Annual Report Gross Expense Ratio0.010.911%
Fund Existence17 years11 years-
Gain YTD7.82111.77866%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets17.8B181M9,834%
Annual Yield % from dividends4.062.08195%
Returns for 1 year18.5824.4876%
Returns for 3 years75.3159.12127%
Returns for 5 years83.6941.81200%
Returns for 10 years154.83113.13137%
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