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FSWFX vs TAVFX
FSWFX vs TAVFX Comparison
Open Charts FSWFX vs TAVFX
American Funds SMALLCAP World 529-F-2
Price$68.48
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets74.8B
Third Avenue Value Instl
Price$58.44
Change+$0.59 (+1.02%)
VolumeN/A
Net Assets684.45M
FSWFX vs TAVFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 74.8B vs. TAVFX (684M). TAVFX pays higher dividends than FSWFX: TAVFX (2.17) vs FSWFX (0.89). FSWFX was incepted earlier than TAVFX: FSWFX (4 years) vs TAVFX (34 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. TAVFX (16.00). FSWFX has a lower initial minimum investment than TAVFX: FSWFX (250) vs TAVFX (10000). FSWFX annual gain was more profitable for investors over the last year : 8.09 vs. TAVFX (-6.10).
| FSWFX | TAVFX | FSWFX / TAVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 1.287 | 0.295 | 437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 684M | 10,936% |
| Annual Yield % from dividends | 0.89 | 2.17 | 41% |
| Returns for 1 year | 8.09 | -6.10 | -133% |
| Returns for 3 years | -3.82 | 14.06 | -27% |
| Returns for 5 years | N/A | 58.00 | - |
| Returns for 10 years | N/A | 26.19 | - |
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