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RSLBX vs TAVFX
RSLBX vs TAVFX Comparison
Open Charts RSLBX vs TAVFX
American Funds SMALLCAP World R2
Price$63.51
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets81.34B
Third Avenue Value Instl
Price$73.02
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets813.83M
RSLBX vs TAVFX Comparison Chart in %
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RSLBX vs. TAVFX commentary
Oct 03, 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: 81.3B vs. TAVFX (814M). TAVFX pays higher dividends than RSLBX: TAVFX (2.06) vs RSLBX (0.06). RSLBX was incepted earlier than TAVFX: RSLBX (23 years) vs TAVFX (35 years). RSLBX (1.75) is less costly to investors than TAVFX (1.19). RSLBX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). RSLBX has a lower initial minimum investment than TAVFX: RSLBX (250) vs TAVFX (10000). TAVFX annual gain was more profitable for investors over the last year : 8.76 vs. RSLBX (7.80). TAVFX return over 5 years is better than : 148.91 vs. RSLBX (8.54).
| RSLBX | TAVFX | RSLBX / TAVFX | |
| Total Expense Ratio | 1.75 | 1.19 | 147% |
| Annual Report Gross Expense Ratio | 1.75 | 1.19 | 147% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 11.428 | 26.768 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3B | 814M | 9,988% |
| Annual Yield % from dividends | 0.06 | 2.06 | 3% |
| Returns for 1 year | 7.80 | 8.76 | 89% |
| Returns for 3 years | 40.72 | 62.00 | 66% |
| Returns for 5 years | 8.54 | 148.91 | 6% |
| Returns for 10 years | 47.53 | 68.64 | 69% |
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