Interact to see
Advertisement
Advertisement
RSLDX vs TAVFX
RSLDX vs TAVFX Comparison
Open Charts RSLDX vs TAVFX
American Funds SMALLCAP World R5E
Price$73.69
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
Third Avenue Value Instl
Price$67.55
Change+$0.46 (+0.69%)
VolumeN/A
Net Assets733.15M
RSLDX vs TAVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RSLDX vs. TAVFX commentary
Aug 07, 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: 79.1B vs. TAVFX (733M). TAVFX pays higher dividends than RSLDX: TAVFX (2.30) vs RSLDX (0.81). RSLDX was incepted earlier than TAVFX: RSLDX (10 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 : 14.18 vs. TAVFX (3.69). TAVFX return over 5 years is better than : 132.25 vs. RSLDX (14.82).
| RSLDX | TAVFX | RSLDX / TAVFX | |
| Total Expense Ratio | 0.80 | 1.19 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 1.19 | 67% |
| Fund Existence | 10 years | 35 years | - |
| Gain YTD | 8.259 | 16.314 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 733M | 10,791% |
| Annual Yield % from dividends | 0.81 | 2.30 | 35% |
| Returns for 1 year | 14.18 | 3.69 | 384% |
| Returns for 3 years | 24.14 | 40.09 | 60% |
| Returns for 5 years | 14.82 | 132.25 | 11% |
| Returns for 10 years | N/A | 43.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement