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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$69.92
Change-$2.19 (-3.04%)
VolumeN/A
CapitalizationN/A
Third Avenue Value Instl
Price$57.09
Change-$1.27 (-2.18%)
VolumeN/A
CapitalizationN/A
SFCWX vs TAVFX Comparison Chart
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SFCWX vs. TAVFX commentary
Dec 19, 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 Hold and TAVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.3B vs. TAVFX (730M). 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 : 9.03 vs. TAVFX (-4.29). TAVFX return over 5 years is better than : 62.04 vs. SFCWX (18.74).
| 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 | 6.514 | -7.329 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3B | 730M | 10,452% |
| Annual Yield % from dividends | 0.95 | 2.17 | 44% |
| Returns for 1 year | 9.03 | -4.29 | -211% |
| Returns for 3 years | -7.33 | 28.88 | -25% |
| Returns for 5 years | 18.74 | 62.04 | 30% |
| Returns for 10 years | N/A | 22.80 | - |