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RSLDX vs TAVFX
RSLDX vs TAVFX Comparison
Open Charts RSLDX vs TAVFX
American Funds SMALLCAP World R5E
Price$73.11
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets77.69B
Third Avenue Value Instl
Price$64.81
Change-$0.43 (-0.66%)
VolumeN/A
Net Assets735.33M
RSLDX vs TAVFX Comparison Chart in %
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RSLDX vs. TAVFX commentary
Jul 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 Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 77.7B vs. TAVFX (735M). TAVFX pays higher dividends than RSLDX: TAVFX (2.29) 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 : 3.49 vs. TAVFX (-8.08). TAVFX return over 5 years is better than : 132.19 vs. RSLDX (18.76).
| 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 | 7.407 | 13.107 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7B | 735M | 10,571% |
| Annual Yield % from dividends | 0.81 | 2.29 | 35% |
| Returns for 1 year | 3.49 | -8.08 | -43% |
| Returns for 3 years | 34.33 | 46.01 | 75% |
| Returns for 5 years | 18.76 | 132.19 | 14% |
| Returns for 10 years | N/A | 36.99 | - |