FINVX
Price
$17.34
Change
-$0.02 (-0.12%)
Updated
Aug 20 closing price
Net Assets
18.57B
WFEHX
Price
$17.80
Change
+$0.18 (+1.02%)
Updated
Aug 21 closing price
Net Assets
183.33M
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FINVX vs WFEHX

FINVX vs WFEHX Comparison Chart in %
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FINVX vs. WFEHX commentary
Aug 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 StrongBuy and WFEHX is a Buy.

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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. WFEHX (183M). FINVX pays higher dividends than WFEHX: FINVX (3.93) vs WFEHX (2.21). 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 : 23.19 vs. FINVX (13.16). FINVX return over 5 years is better than : 89.88 vs. WFEHX (52.19).
FINVXWFEHXFINVX / WFEHX
Total Expense Ratio0.010.791%
Annual Report Gross Expense Ratio0.010.911%
Fund Existence17 years11 years-
Gain YTD11.15414.88675%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets18.6B183M10,164%
Annual Yield % from dividends3.932.21178%
Returns for 1 year13.1623.1957%
Returns for 3 years79.5760.12132%
Returns for 5 years89.8852.19172%
Returns for 10 years141.0797.81144%
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