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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
Third Avenue Value Instl
Price$68.53
Change-$0.68 (-0.98%)
VolumeN/A
CapitalizationN/A
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SFCWX vs TAVFX Comparison Chart
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SFCWX vs. TAVFX commentary
Sep 21, 2024
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: 76.8B vs. TAVFX (802M). TAVFX pays higher dividends than SFCWX: TAVFX (2.17) vs SFCWX (0.95). SFCWX was incepted earlier than TAVFX: SFCWX (8 years) vs TAVFX (34 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. TAVFX (16.00). 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 : 20.16 vs. TAVFX (15.53). TAVFX return over 5 years is better than : 98.53 vs. SFCWX (27.21).
| SFCWX | TAVFX | SFCWX / TAVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 6.204 | 7.236 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 802M | 9,576% |
| Annual Yield % from dividends | 0.95 | 2.17 | 44% |
| Returns for 1 year | 20.16 | 15.53 | 130% |
| Returns for 3 years | -21.78 | 47.24 | -46% |
| Returns for 5 years | 27.21 | 98.53 | 28% |
| Returns for 10 years | N/A | 37.75 | - |