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FINVX vs WFEHX
FINVX vs WFEHX Comparison
Open Charts FINVX vs WFEHX
FINVX vs WFEHX Comparison Chart in %
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FINVX vs. WFEHX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. WFEHX (181M). 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 : 25.38 vs. FINVX (19.56). FINVX return over 5 years is better than : 89.25 vs. WFEHX (46.74).
| FINVX | WFEHX | FINVX / WFEHX | |
| Total Expense Ratio | 0.01 | 0.79 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.91 | 1% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 11.282 | 12.821 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 181M | 10,276% |
| Annual Yield % from dividends | 3.93 | 2.21 | 178% |
| Returns for 1 year | 19.56 | 25.38 | 77% |
| Returns for 3 years | 72.65 | 52.18 | 139% |
| Returns for 5 years | 89.25 | 46.74 | 191% |
| Returns for 10 years | 148.43 | 101.98 | 146% |
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