Interact to see
Advertisement
Advertisement
SMCWX vs TAVFX
SMCWX vs TAVFX Comparison
Open Charts SMCWX vs TAVFX
American Funds SMALLCAP World A
Price$75.46
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets81.34B
Third Avenue Value Instl
Price$73.02
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets813.83M
SMCWX vs TAVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMCWX vs. TAVFX commentary
Oct 03, 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: 81.3B vs. TAVFX (814M). TAVFX pays higher dividends than SMCWX: TAVFX (2.06) vs SMCWX (0.57). SMCWX was incepted earlier than TAVFX: SMCWX (35 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 (8.76) and SMCWX (8.56) have marching annual gain over last year. TAVFX return over 5 years is better than : 148.91 vs. SMCWX (14.45).
| SMCWX | TAVFX | SMCWX / TAVFX | |
| Total Expense Ratio | 1.04 | 1.19 | 87% |
| Annual Report Gross Expense Ratio | 1.04 | 1.19 | 87% |
| Fund Existence | 35 years | 35 years | - |
| Gain YTD | 12.013 | 26.768 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3B | 814M | 9,988% |
| Annual Yield % from dividends | 0.57 | 2.06 | 28% |
| Returns for 1 year | 8.56 | 8.76 | 98% |
| Returns for 3 years | 43.75 | 62.00 | 71% |
| Returns for 5 years | 14.45 | 148.91 | 10% |
| Returns for 10 years | 64.66 | 68.64 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement