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FSWFX vs TVFVX
FSWFX vs TVFVX Comparison
Open Charts FSWFX vs TVFVX
American Funds SMALLCAP World 529-F-2
Price$68.48
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
Third Avenue Value Investor
Price$58.95
Change+$0.60 (+1.03%)
VolumeN/A
Net Assets684.45M
FSWFX vs TVFVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.1B vs. TVFVX (684M). TVFVX pays higher dividends than FSWFX: TVFVX (1.70) vs FSWFX (0.89). FSWFX was incepted earlier than TVFVX: FSWFX (4 years) vs TVFVX (15 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. TVFVX (16.00). FSWFX has a lower initial minimum investment than TVFVX: FSWFX (250) vs TVFVX (2500). FSWFX annual gain was more profitable for investors over the last year : 8.09 vs. TVFVX (-5.34).
| FSWFX | TVFVX | FSWFX / TVFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 1.287 | 1.306 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1B | 684M | 10,980% |
| Annual Yield % from dividends | 0.89 | 1.70 | 53% |
| Returns for 1 year | 8.09 | -5.34 | -151% |
| Returns for 3 years | -3.82 | 14.42 | -26% |
| Returns for 5 years | N/A | 57.72 | - |
| Returns for 10 years | N/A | 24.40 | - |