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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$69.75
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets74.8B
Third Avenue Value Instl
Price$58.44
Change+$0.59 (+1.02%)
VolumeN/A
Net Assets684.45M
SFCWX vs TAVFX Comparison Chart
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SFCWX vs. TAVFX commentary
Jan 19, 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: 74.8B vs. TAVFX (684M). 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 : 8.20 vs. TAVFX (-6.10). TAVFX return over 5 years is better than : 58.00 vs. SFCWX (16.09).
| 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 | 1.278 | 0.295 | 434% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 684M | 10,936% |
| Annual Yield % from dividends | 0.95 | 2.17 | 44% |
| Returns for 1 year | 8.20 | -6.10 | -134% |
| Returns for 3 years | -3.83 | 14.06 | -27% |
| Returns for 5 years | 16.09 | 58.00 | 28% |
| Returns for 10 years | N/A | 26.19 | - |
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