Interact to see
Advertisement
Advertisement
CSPAX vs TAVFX
CSPAX vs TAVFX Comparison
Open Charts CSPAX vs TAVFX
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
Third Avenue Value Instl
Price$73.19
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets819.83M
CSPAX vs TAVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPAX vs. TAVFX commentary
Nov 20, 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: 78.9B vs. TAVFX (820M). TAVFX pays higher dividends than CSPAX: TAVFX (2.05) vs CSPAX (0.55). 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 annual gain was more profitable for investors over the last year : 16.04 vs. CSPAX (5.96). TAVFX return over 5 years is better than : 109.76 vs. CSPAX (1.44).
| 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 | 8.125 | 27.150 | 30% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 820M | 9,622% |
| Annual Yield % from dividends | 0.55 | 2.05 | 27% |
| Returns for 1 year | 5.96 | 16.04 | 37% |
| Returns for 3 years | 29.24 | 39.18 | 75% |
| Returns for 5 years | 1.44 | 109.76 | 1% |
| Returns for 10 years | 55.92 | 58.88 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement