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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$62.46
Change-$2.98 (-4.55%)
VolumeN/A
Net Assets69.74B
Third Avenue Value Instl
Price$57.39
Change-$2.59 (-4.32%)
VolumeN/A
Net Assets684.41M
SFCWX vs TAVFX Comparison Chart
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SFCWX vs. TAVFX commentary
Apr 05, 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 SFCWX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 69.7B vs. TAVFX (684M). TAVFX pays higher dividends than SFCWX: TAVFX (2.50) vs SFCWX (1.04). SFCWX was incepted earlier than TAVFX: SFCWX (8 years) vs TAVFX (34 years). TAVFX (1.19) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). TAVFX has a lower initial minimum investment than SFCWX: TAVFX (10000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : -4.72 vs. TAVFX (-12.83). TAVFX return over 5 years is better than : 200.60 vs. SFCWX (53.43).
| SFCWX | TAVFX | SFCWX / TAVFX | |
| Total Expense Ratio | 0.65 | 1.19 | 55% |
| Annual Report Gross Expense Ratio | 0.65 | 1.19 | 55% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | -4.980 | 3.988 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7B | 684M | 10,190% |
| Annual Yield % from dividends | 1.04 | 2.50 | 42% |
| Returns for 1 year | -4.72 | -12.83 | 37% |
| Returns for 3 years | -5.29 | 11.04 | -48% |
| Returns for 5 years | 53.43 | 200.60 | 27% |
| Returns for 10 years | N/A | 24.65 | - |
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