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RSLDX vs TAVFX
RSLDX vs TAVFX Comparison
Open Charts RSLDX vs TAVFX
American Funds SMALLCAP World R5E
Price$66.72
Change+$0.58 (+0.88%)
VolumeN/A
Net Assets71.03B
Third Avenue Value Instl
Price$60.61
Change+$0.23 (+0.38%)
VolumeN/A
Net Assets681.73M
RSLDX vs TAVFX Comparison Chart
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RSLDX vs. TAVFX commentary
May 09, 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 Buy and TAVFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 71B vs. TAVFX (682M). TAVFX pays higher dividends than RSLDX: TAVFX (2.49) vs RSLDX (0.88). RSLDX was incepted earlier than TAVFX: RSLDX (9 years) vs TAVFX (35 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 : 0.04 vs. TAVFX (-13.35). TAVFX return over 5 years is better than : 156.55 vs. RSLDX (25.14).
| 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 | 35 years | - |
| Gain YTD | -2.012 | 4.681 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71B | 682M | 10,411% |
| Annual Yield % from dividends | 0.88 | 2.49 | 35% |
| Returns for 1 year | 0.04 | -13.35 | -0% |
| Returns for 3 years | 18.96 | 20.99 | 90% |
| Returns for 5 years | 25.14 | 156.55 | 16% |
| Returns for 10 years | N/A | 23.11 | - |
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