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RSLDX vs TAVFX
RSLDX vs TAVFX Comparison
Open Charts RSLDX vs TAVFX
American Funds SMALLCAP World R5E
Price$76.39
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets81.34B
Third Avenue Value Instl
Price$73.02
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets813.83M
RSLDX vs TAVFX Comparison Chart in %
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RSLDX vs. TAVFX commentary
Oct 03, 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: 81.3B vs. TAVFX (814M). TAVFX pays higher dividends than RSLDX: TAVFX (2.06) vs RSLDX (0.78). 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 (8.82) and TAVFX (8.76) have marching annual gain over last year. TAVFX return over 5 years is better than : 148.91 vs. RSLDX (15.68).
| 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 | 12.226 | 26.768 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3B | 814M | 9,988% |
| Annual Yield % from dividends | 0.78 | 2.06 | 38% |
| Returns for 1 year | 8.82 | 8.76 | 101% |
| Returns for 3 years | 44.53 | 62.00 | 72% |
| Returns for 5 years | 15.68 | 148.91 | 11% |
| Returns for 10 years | N/A | 68.64 | - |
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