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CSPAX vs TAVFX
CSPAX vs TAVFX Comparison
Open Charts CSPAX vs TAVFX
American Funds SMALLCAP World 529A
Price$71.61
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
Third Avenue Value Instl
Price$67.55
Change+$0.46 (+0.69%)
VolumeN/A
Net Assets733.15M
CSPAX vs TAVFX Comparison Chart in %
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CSPAX vs. TAVFX commentary
Aug 07, 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 Buy and TAVFX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.1B vs. TAVFX (733M). TAVFX pays higher dividends than CSPAX: TAVFX (2.30) vs CSPAX (0.58). CSPAX was incepted earlier than TAVFX: CSPAX (23 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). CSPAX annual gain was more profitable for investors over the last year : 13.88 vs. TAVFX (3.69). TAVFX return over 5 years is better than : 132.25 vs. CSPAX (13.28).
| CSPAX | TAVFX | CSPAX / TAVFX | |
| Total Expense Ratio | 1.06 | 1.19 | 89% |
| Annual Report Gross Expense Ratio | 1.06 | 1.19 | 89% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 8.095 | 16.314 | 50% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 733M | 10,791% |
| Annual Yield % from dividends | 0.58 | 2.30 | 25% |
| Returns for 1 year | 13.88 | 3.69 | 376% |
| Returns for 3 years | 23.38 | 40.09 | 58% |
| Returns for 5 years | 13.28 | 132.25 | 10% |
| Returns for 10 years | 48.59 | 43.39 | 112% |
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