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RSLDX vs TAVFX
RSLDX vs TAVFX Comparison
Open Charts RSLDX vs TAVFX
American Funds SMALLCAP World R5E
Price$61.74
Change-$2.94 (-4.55%)
VolumeN/A
Net Assets69.74B
Third Avenue Value Instl
Price$57.39
Change-$2.59 (-4.32%)
VolumeN/A
Net Assets684.41M
RSLDX vs TAVFX Comparison Chart
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RSLDX vs. TAVFX commentary
Apr 05, 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 RSLDX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 69.7B vs. TAVFX (684M). TAVFX pays higher dividends than RSLDX: TAVFX (2.50) vs RSLDX (0.89). RSLDX was incepted earlier than TAVFX: RSLDX (9 years) vs TAVFX (34 years). TAVFX (1.19) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). RSLDX has a lower initial minimum investment than TAVFX: RSLDX (250) vs TAVFX (10000). RSLDX annual gain was more profitable for investors over the last year : -4.87 vs. TAVFX (-12.83). TAVFX return over 5 years is better than : 200.60 vs. RSLDX (52.36).
| RSLDX | TAVFX | RSLDX / TAVFX | |
| Total Expense Ratio | 0.80 | 1.19 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 1.19 | 67% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | -5.008 | 3.988 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7B | 684M | 10,190% |
| Annual Yield % from dividends | 0.89 | 2.50 | 36% |
| Returns for 1 year | -4.87 | -12.83 | 38% |
| Returns for 3 years | -5.58 | 11.04 | -51% |
| Returns for 5 years | 52.36 | 200.60 | 26% |
| Returns for 10 years | N/A | 24.65 | - |
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