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FUIPX vs TVITX
FUIPX vs TVITX Comparison Chart
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FUIPX vs. TVITX commentary
Apr 29, 2025
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 FUIPX is a Hold and TVITX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 8.65B vs. TVITX (2.58B). FUIPX (2.01) and TVITX (1.93) have matching dividends . FUIPX was incepted earlier than TVITX: FUIPX (5 years) vs TVITX (11 years). TVITX (0.44) is less costly to investors than FUIPX (0.05). FUIPX is a more actively managed with annual turnover of: 13.00 vs. TVITX (7.00). TVITX has a lower initial minimum investment than FUIPX: TVITX (0) vs FUIPX (2000000000). FUIPX (9.51) and TVITX (9.25) have marching annual gain over last year.
| FUIPX | TVITX | FUIPX / TVITX | |
| Total Expense Ratio | 0.05 | 0.35 | 14% |
| Annual Report Gross Expense Ratio | 0.05 | 0.44 | 11% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -0.276 | -0.863 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 2.58B | 336% |
| Annual Yield % from dividends | 2.01 | 1.93 | 104% |
| Returns for 1 year | 9.51 | 9.25 | 103% |
| Returns for 3 years | 28.74 | 28.18 | 102% |
| Returns for 5 years | N/A | 70.65 | - |
| Returns for 10 years | N/A | 108.15 | - |