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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$71.56
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets75.3B
Third Avenue Value Instl
Price$63.73
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets708.84M
SFCWX vs TAVFX Comparison Chart
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SFCWX vs. TAVFX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. TAVFX (709M). TAVFX pays higher dividends than SFCWX: TAVFX (2.38) vs SFCWX (0.96). 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 : 5.16 vs. TAVFX (-7.65). TAVFX return over 5 years is better than : 123.15 vs. SFCWX (19.96).
| 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 | 3.906 | 10.073 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 709M | 10,621% |
| Annual Yield % from dividends | 0.96 | 2.38 | 40% |
| Returns for 1 year | 5.16 | -7.65 | -67% |
| Returns for 3 years | 17.81 | 14.45 | 123% |
| Returns for 5 years | 19.96 | 123.15 | 16% |
| Returns for 10 years | N/A | 29.93 | - |
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