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RSLBX vs TAVFX
RSLBX vs TAVFX Comparison
Open Charts RSLBX vs TAVFX
American Funds SMALLCAP World R2
Price$57.03
Change-$1.30 (-2.23%)
VolumeN/A
Net Assets74.42B
Third Avenue Value Instl
Price$59.43
Change-$0.85 (-1.41%)
VolumeN/A
Net Assets692.56M
RSLBX vs TAVFX Comparison Chart
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RSLBX vs. TAVFX commentary
Feb 23, 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 RSLBX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 74.4B vs. TAVFX (693M). TAVFX pays higher dividends than RSLBX: TAVFX (2.17) vs RSLBX (0.15). RSLBX was incepted earlier than TAVFX: RSLBX (23 years) vs TAVFX (34 years). RSLBX is a more actively managed with annual turnover of: 29.00 vs. TAVFX (16.00). RSLBX has a lower initial minimum investment than TAVFX: RSLBX (250) vs TAVFX (10000). RSLBX annual gain was more profitable for investors over the last year : 0.81 vs. TAVFX (-7.13). TAVFX return over 5 years is better than : 75.49 vs. RSLBX (7.12).
| RSLBX | TAVFX | RSLBX / TAVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 0.018 | 3.034 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4B | 693M | 10,736% |
| Annual Yield % from dividends | 0.15 | 2.17 | 7% |
| Returns for 1 year | 0.81 | -7.13 | -11% |
| Returns for 3 years | -1.01 | 16.88 | -6% |
| Returns for 5 years | 7.12 | 75.49 | 9% |
| Returns for 10 years | 29.63 | 22.49 | 132% |
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