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FINVX vs WFENX
FINVX vs WFENX Comparison
Open Charts FINVX vs WFENX
FINVX vs WFENX Comparison Chart in %
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FINVX vs. WFENX 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 WFENX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 18.6B vs. WFENX (181M). FINVX pays higher dividends than WFENX: FINVX (3.93) vs WFENX (2.11). 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 : 25.32 vs. FINVX (19.56). FINVX return over 5 years is better than : 89.25 vs. WFENX (46.60).
| 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 | 28 years | - |
| Gain YTD | 11.282 | 12.790 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 181M | 10,276% |
| Annual Yield % from dividends | 3.93 | 2.11 | 186% |
| Returns for 1 year | 19.56 | 25.32 | 77% |
| Returns for 3 years | 72.65 | 52.10 | 139% |
| Returns for 5 years | 89.25 | 46.60 | 192% |
| Returns for 10 years | 148.43 | 101.75 | 146% |
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