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SMCWX vs TAVFX
SMCWX vs TAVFX Comparison
Open Charts SMCWX vs TAVFX
SMCWX vs TAVFX Comparison Chart in %
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SMCWX vs. TAVFX commentary
Jun 19, 2026
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: 91.5B vs. TAVFX (971M). TAVFX pays higher dividends than SMCWX: TAVFX (1.98) vs SMCWX (0.63). SMCWX was incepted earlier than TAVFX: SMCWX (36 years) vs TAVFX (36 years). TAVFX (1.16) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. TAVFX (23.00). 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 : 32.48 vs. SMCWX (20.96). TAVFX return over 5 years is better than : 71.72 vs. SMCWX (-1.50).
| SMCWX | TAVFX | SMCWX / TAVFX | |
| Total Expense Ratio | 1.03 | 1.16 | 89% |
| Annual Report Gross Expense Ratio | 1.03 | 1.16 | 89% |
| Fund Existence | 36 years | 36 years | - |
| Gain YTD | 14.095 | 12.271 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5B | 971M | 9,423% |
| Annual Yield % from dividends | 0.63 | 1.98 | 32% |
| Returns for 1 year | 20.96 | 32.48 | 65% |
| Returns for 3 years | 35.86 | 42.30 | 85% |
| Returns for 5 years | -1.50 | 71.72 | -2% |
| Returns for 10 years | 97.11 | 101.92 | 95% |
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