FINVX
Price
$16.92
Change
-$0.11 (-0.65%)
Updated
Jul 13 closing price
Net Assets
17.67B
WFENX
Price
$17.12
Change
-$0.09 (-0.52%)
Updated
Jul 13 closing price
Net Assets
178.48M
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FINVX vs WFENX

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

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FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.7B vs. WFENX (178M). FINVX pays higher dividends than WFENX: FINVX (4.07) vs WFENX (2.15). FINVX was incepted earlier than WFENX: FINVX (17 years) vs WFENX (28 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 : 19.30 vs. FINVX (16.75). FINVX return over 5 years is better than : 85.33 vs. WFENX (41.81).
FINVXWFENXFINVX / WFENX
Total Expense Ratio0.010.841%
Annual Report Gross Expense Ratio0.011.011%
Fund Existence17 years28 years-
Gain YTD9.16710.66886%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.7B178M9,944%
Annual Yield % from dividends4.072.15190%
Returns for 1 year16.7519.3087%
Returns for 3 years70.4150.45140%
Returns for 5 years85.3341.81204%
Returns for 10 years145.58100.55145%
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