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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$74.00
Change+$0.43 (+0.58%)
VolumeN/A
Net Assets77.69B
Third Avenue Value Instl
Price$64.81
Change-$0.43 (-0.66%)
VolumeN/A
Net Assets735.33M
SFCWX vs TAVFX Comparison Chart in %
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SFCWX vs. TAVFX commentary
Jul 18, 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: 77.7B vs. TAVFX (735M). TAVFX pays higher dividends than SFCWX: TAVFX (2.29) vs SFCWX (0.94). 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 : 3.64 vs. TAVFX (-8.08). TAVFX return over 5 years is better than : 132.19 vs. SFCWX (19.59).
| 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 | 7.483 | 13.107 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7B | 735M | 10,571% |
| Annual Yield % from dividends | 0.94 | 2.29 | 41% |
| Returns for 1 year | 3.64 | -8.08 | -45% |
| Returns for 3 years | 34.72 | 46.01 | 75% |
| Returns for 5 years | 19.59 | 132.19 | 15% |
| Returns for 10 years | N/A | 36.99 | - |