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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$74.70
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets78.93B
Third Avenue Value Instl
Price$73.19
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets819.83M
SFCWX vs TAVFX Comparison Chart in %
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SFCWX vs. TAVFX commentary
Nov 20, 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: 78.9B vs. TAVFX (820M). TAVFX pays higher dividends than SFCWX: TAVFX (2.05) vs SFCWX (0.90). SFCWX was incepted earlier than TAVFX: SFCWX (9 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). TAVFX annual gain was more profitable for investors over the last year : 16.04 vs. SFCWX (6.37). TAVFX return over 5 years is better than : 109.76 vs. SFCWX (3.53).
| SFCWX | TAVFX | SFCWX / TAVFX | |
| Total Expense Ratio | 0.65 | 1.19 | 55% |
| Annual Report Gross Expense Ratio | 0.65 | 1.19 | 55% |
| Fund Existence | 9 years | 35 years | - |
| Gain YTD | 8.500 | 27.150 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 820M | 9,622% |
| Annual Yield % from dividends | 0.90 | 2.05 | 44% |
| Returns for 1 year | 6.37 | 16.04 | 40% |
| Returns for 3 years | 30.43 | 39.18 | 78% |
| Returns for 5 years | 3.53 | 109.76 | 3% |
| Returns for 10 years | N/A | 58.88 | - |
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