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CSPAX vs TAVFX
CSPAX vs TAVFX Comparison
Open Charts CSPAX vs TAVFX
American Funds SMALLCAP World 529A
Price$74.20
Change+$0.27 (+0.37%)
VolumeN/A
Net Assets81.34B
Third Avenue Value Instl
Price$73.02
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets813.83M
CSPAX vs TAVFX Comparison Chart in %
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CSPAX vs. TAVFX commentary
Oct 03, 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 CSPAX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.3B vs. TAVFX (814M). TAVFX pays higher dividends than CSPAX: TAVFX (2.06) vs CSPAX (0.56). CSPAX was incepted earlier than TAVFX: CSPAX (24 years) vs TAVFX (35 years). TAVFX (1.19) is less costly to investors than CSPAX (1.06). CSPAX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). CSPAX has a lower initial minimum investment than TAVFX: CSPAX (250) vs TAVFX (10000). TAVFX (8.76) and CSPAX (8.55) have marching annual gain over last year. TAVFX return over 5 years is better than : 148.91 vs. CSPAX (14.12).
| CSPAX | TAVFX | CSPAX / TAVFX | |
| Total Expense Ratio | 1.06 | 1.19 | 89% |
| Annual Report Gross Expense Ratio | 1.06 | 1.19 | 89% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 12.005 | 26.768 | 45% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3B | 814M | 9,988% |
| Annual Yield % from dividends | 0.56 | 2.06 | 27% |
| Returns for 1 year | 8.55 | 8.76 | 98% |
| Returns for 3 years | 43.66 | 62.00 | 70% |
| Returns for 5 years | 14.12 | 148.91 | 9% |
| Returns for 10 years | 63.80 | 68.64 | 93% |
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