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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. WFEHX (180M). 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 : 19.58 vs. FINVX (15.70). FINVX return over 5 years is better than : 76.52 vs. WFEHX (36.54).
| 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 | 7.115 | 9.990 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 180M | 9,889% |
| Annual Yield % from dividends | 4.06 | 2.08 | 195% |
| Returns for 1 year | 15.70 | 19.58 | 80% |
| Returns for 3 years | 74.64 | 57.50 | 130% |
| Returns for 5 years | 76.52 | 36.54 | 209% |
| Returns for 10 years | 134.54 | 96.73 | 139% |
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