The average market capitalization across the group is 9.24B. The market cap for tickers in the group ranges from 182.42M to 18.3B. FINVX holds the highest valuation in this group at 18.3B. The lowest valued company is WFENX at 182.42M.

High and low price notable news

The average weekly price growth across all stocks in the group was 1%. For the same group, the average monthly price growth was 0%, and the average quarterly price growth was 13%. FINVX experienced the highest price growth at 1%, while WFENX experienced the biggest fall at 0%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

FINVX vs. WFENX commentary

Sep 05, 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 WFENX is a StrongBuy.

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FUNDAMENTALS

Fundamentals

FINVX has more cash in the bank: 18.3B vs. WFENX (182M). FINVX pays higher dividends than WFENX: FINVX (3.92) vs WFENX (2.09). FINVX was incepted earlier than WFENX: FINVX (17 years) vs WFENX (29 years). WFENX (1.01) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 29.00 vs. WFENX (22.00). FINVX has a lower initial minimum investment than WFENX: FINVX (0) vs WFENX (1000000). WFENX annual gain was more profitable for investors over the last year : 23.93 vs. FINVX (16.14). FINVX return over 5 years is better than : 86.08 vs. WFENX (44.65).

	FINVX	WFENX	FINVX / WFENX
Total Expense Ratio	0.01	0.84	1%
Annual Report Gross Expense Ratio	0.01	1.01	1%
Fund Existence	17 years	29 years	-
Gain YTD	13.013	14.655	89%
Front Load	N/A	N/A	-
Min. Initial Investment	0	1000000	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	18.3B	182M	10,055%
Annual Yield % from dividends	3.92	2.09	188%
Returns for 1 year	16.14	23.93	67%
Returns for 3 years	78.96	57.14	138%
Returns for 5 years	86.08	44.65	193%
Returns for 10 years	141.53	94.97	149%

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