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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
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 WFENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 17.8B vs. WFENX (180M). FINVX pays higher dividends than WFENX: FINVX (4.06) vs WFENX (1.99). 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 : 19.55 vs. FINVX (15.70). FINVX return over 5 years is better than : 76.52 vs. WFENX (36.35).
| 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 | 7.115 | 9.933 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 180M | 9,889% |
| Annual Yield % from dividends | 4.06 | 1.99 | 204% |
| Returns for 1 year | 15.70 | 19.55 | 80% |
| Returns for 3 years | 74.64 | 57.33 | 130% |
| Returns for 5 years | 76.52 | 36.35 | 210% |
| Returns for 10 years | 134.54 | 96.45 | 139% |
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