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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$68.99
Change-$1.56 (-2.21%)
VolumeN/A
Net Assets74.42B
Third Avenue Value Instl
Price$59.43
Change-$0.85 (-1.41%)
VolumeN/A
Net Assets692.56M
SFCWX vs TAVFX Comparison Chart
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SFCWX vs. TAVFX commentary
Feb 23, 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: 74.4B vs. TAVFX (693M). 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 : 1.92 vs. TAVFX (-7.13). TAVFX return over 5 years is better than : 75.49 vs. SFCWX (14.99).
| 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 | 0.174 | 3.034 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4B | 693M | 10,736% |
| Annual Yield % from dividends | 0.95 | 2.17 | 44% |
| Returns for 1 year | 1.92 | -7.13 | -27% |
| Returns for 3 years | 2.00 | 16.88 | 12% |
| Returns for 5 years | 14.99 | 75.49 | 20% |
| Returns for 10 years | N/A | 22.49 | - |
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