FINVX
Price
$16.92
Change
-$0.11 (-0.65%)
Updated
Jul 13 closing price
Net Assets
17.67B
WFEHX
Price
$17.07
Change
-$0.09 (-0.52%)
Updated
Jul 13 closing price
Net Assets
178.48M
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FINVX vs WFEHX

FINVX vs WFEHX Comparison Chart in %
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FINVX vs. WFEHX 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 WFEHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. WFEHX (178M). FINVX pays higher dividends than WFEHX: FINVX (4.07) vs WFEHX (2.25). 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 : 19.40 vs. FINVX (16.75). FINVX return over 5 years is better than : 85.33 vs. WFEHX (42.02).
FINVXWFEHXFINVX / WFEHX
Total Expense Ratio0.010.791%
Annual Report Gross Expense Ratio0.010.911%
Fund Existence17 years11 years-
Gain YTD9.16710.75685%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets17.7B178M9,944%
Annual Yield % from dividends4.072.25181%
Returns for 1 year16.7519.4086%
Returns for 3 years70.4150.61139%
Returns for 5 years85.3342.02203%
Returns for 10 years145.58100.89144%
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