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RSLDX vs TAVFX
RSLDX vs TAVFX Comparison
Open Charts RSLDX vs TAVFX
American Funds SMALLCAP World R5E
Price$69.04
Change-$2.17 (-3.05%)
VolumeN/A
CapitalizationN/A
Third Avenue Value Instl
Price$57.09
Change-$1.27 (-2.18%)
VolumeN/A
CapitalizationN/A
RSLDX vs TAVFX Comparison Chart
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RSLDX vs. TAVFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 76.3B vs. TAVFX (730M). 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 : 8.87 vs. TAVFX (-4.29). TAVFX return over 5 years is better than : 62.04 vs. RSLDX (17.91).
| 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 | 6.363 | -7.329 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3B | 730M | 10,452% |
| Annual Yield % from dividends | 0.83 | 2.17 | 38% |
| Returns for 1 year | 8.87 | -4.29 | -207% |
| Returns for 3 years | -7.61 | 28.88 | -26% |
| Returns for 5 years | 17.91 | 62.04 | 29% |
| Returns for 10 years | N/A | 22.80 | - |
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