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RSLDX vs TAVFX
RSLDX vs TAVFX Comparison
Open Charts RSLDX vs TAVFX
American Funds SMALLCAP World R5E
Price$68.97
Change+$0.30 (+0.44%)
VolumeN/A
Net Assets74.8B
Third Avenue Value Instl
Price$58.44
Change+$0.59 (+1.02%)
VolumeN/A
Net Assets684.45M
RSLDX vs TAVFX Comparison Chart
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RSLDX vs. TAVFX commentary
Jan 18, 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: 74.8B vs. TAVFX (684M). TAVFX pays higher dividends than RSLDX: TAVFX (2.17) vs RSLDX (0.83). RSLDX was incepted earlier than TAVFX: RSLDX (9 years) vs TAVFX (34 years). RSLDX is a more actively managed with annual turnover of: 29.00 vs. TAVFX (16.00). 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 : 8.06 vs. TAVFX (-6.10). TAVFX return over 5 years is better than : 58.00 vs. RSLDX (15.31).
| RSLDX | TAVFX | RSLDX / TAVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 1.292 | 0.295 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 684M | 10,936% |
| Annual Yield % from dividends | 0.83 | 2.17 | 38% |
| Returns for 1 year | 8.06 | -6.10 | -132% |
| Returns for 3 years | -4.12 | 14.06 | -29% |
| Returns for 5 years | 15.31 | 58.00 | 26% |
| Returns for 10 years | N/A | 26.19 | - |