Ad is loading...
FSWFX vs TAVFX
FSWFX vs TAVFX Comparison
Open Charts FSWFX vs TAVFX
American Funds SMALLCAP World 529-F-2
Price$70.55
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
Third Avenue Value Instl
Price$68.53
Change-$0.68 (-0.98%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FSWFX vs TAVFX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.8B vs. TAVFX (802M). 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 : 20.03 vs. TAVFX (15.53).
| 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 | 6.122 | 7.236 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 802M | 9,576% |
| Annual Yield % from dividends | 0.89 | 2.17 | 41% |
| Returns for 1 year | 20.03 | 15.53 | 129% |
| Returns for 3 years | -21.89 | 47.24 | -46% |
| Returns for 5 years | N/A | 98.53 | - |
| Returns for 10 years | N/A | 37.75 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AMBFX | 36.10 | 0.02 | +0.06% |
| American Funds American Balanced F2 | |||
| FIREX | 10.43 | -0.07 | -0.67% |
| Fidelity Intl Real Estate | |||
| BDSAX | 18.41 | -0.20 | -1.07% |
| BlackRock Advantage Small Cap Core Inv A | |||
| FHEQX | 14.67 | -0.16 | -1.08% |
| Federated Hermes SDG Engagement Eq A | |||
| PPVIX | 12.88 | -0.17 | -1.30% |
| Principal SmallCap Value II Instl | |||