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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$67.52
Change+$0.59 (+0.88%)
VolumeN/A
Net Assets71.03B
Third Avenue Value Instl
Price$60.61
Change+$0.23 (+0.38%)
VolumeN/A
Net Assets681.73M
SFCWX vs TAVFX Comparison Chart
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SFCWX vs. TAVFX commentary
May 09, 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 Buy and TAVFX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71B vs. TAVFX (682M). TAVFX pays higher dividends than SFCWX: TAVFX (2.49) vs SFCWX (1.02). SFCWX was incepted earlier than TAVFX: SFCWX (8 years) vs TAVFX (35 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 : 0.20 vs. TAVFX (-13.35). TAVFX return over 5 years is better than : 156.55 vs. SFCWX (26.03).
| 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 | 35 years | - |
| Gain YTD | -1.960 | 4.681 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71B | 682M | 10,411% |
| Annual Yield % from dividends | 1.02 | 2.49 | 41% |
| Returns for 1 year | 0.20 | -13.35 | -2% |
| Returns for 3 years | 19.30 | 20.99 | 92% |
| Returns for 5 years | 26.03 | 156.55 | 17% |
| Returns for 10 years | N/A | 23.11 | - |
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