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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$70.45
Change-$0.87 (-1.22%)
VolumeN/A
CapitalizationN/A
Third Avenue Value Instl
Price$64.11
Change+$0.10 (+0.16%)
VolumeN/A
CapitalizationN/A
SFCWX vs TAVFX Comparison Chart
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SFCWX vs. TAVFX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 74.7B vs. TAVFX (733M). 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 : 16.40 vs. TAVFX (9.02). TAVFX return over 5 years is better than : 74.64 vs. SFCWX (21.04).
| 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 | 4.062 | -0.666 | -610% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 733M | 10,191% |
| Annual Yield % from dividends | 0.95 | 2.17 | 44% |
| Returns for 1 year | 16.40 | 9.02 | 182% |
| Returns for 3 years | -25.13 | 28.14 | -89% |
| Returns for 5 years | 21.04 | 74.64 | 28% |
| Returns for 10 years | N/A | 28.12 | - |
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