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SMCWX vs TAVFX
SMCWX vs TAVFX Comparison
Open Charts SMCWX vs TAVFX
American Funds SMALLCAP World A
Price$72.86
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
Third Avenue Value Instl
Price$73.19
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets819.83M
SMCWX vs TAVFX Comparison Chart in %
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SMCWX vs. TAVFX commentary
Nov 20, 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 SMCWX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 78.9B vs. TAVFX (820M). TAVFX pays higher dividends than SMCWX: TAVFX (2.05) vs SMCWX (0.57). SMCWX was incepted earlier than TAVFX: SMCWX (36 years) vs TAVFX (35 years). TAVFX (1.19) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). SMCWX has a lower initial minimum investment than TAVFX: SMCWX (250) vs TAVFX (10000). TAVFX annual gain was more profitable for investors over the last year : 16.04 vs. SMCWX (5.98). TAVFX return over 5 years is better than : 109.76 vs. SMCWX (1.75).
| SMCWX | TAVFX | SMCWX / TAVFX | |
| Total Expense Ratio | 1.04 | 1.19 | 87% |
| Annual Report Gross Expense Ratio | 1.04 | 1.19 | 87% |
| Fund Existence | 36 years | 35 years | - |
| Gain YTD | 8.154 | 27.150 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 820M | 9,622% |
| Annual Yield % from dividends | 0.57 | 2.05 | 28% |
| Returns for 1 year | 5.98 | 16.04 | 37% |
| Returns for 3 years | 29.35 | 39.18 | 75% |
| Returns for 5 years | 1.75 | 109.76 | 2% |
| Returns for 10 years | 56.75 | 58.88 | 96% |
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