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SMCWX vs TAVZX
SMCWX vs TAVZX Comparison
Open Charts SMCWX vs TAVZX
SMCWX vs TAVZX Comparison Chart in %
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SMCWX vs. TAVZX commentary
Sep 10, 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 Buy and TAVZX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.4B vs. TAVZX (1.08B). TAVZX pays higher dividends than SMCWX: TAVZX (1.90) vs SMCWX (0.60). SMCWX was incepted earlier than TAVZX: SMCWX (36 years) vs TAVZX (9 years). TAVZX (1.09) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. TAVZX (23.00). SMCWX has a lower initial minimum investment than TAVZX: SMCWX (250) vs TAVZX (25000). TAVZX annual gain was more profitable for investors over the last year : 29.79 vs. SMCWX (11.46). TAVZX return over 5 years is better than : 94.47 vs. SMCWX (-8.12).
| SMCWX | TAVZX | SMCWX / TAVZX | |
| Total Expense Ratio | 1.03 | 1.07 | 96% |
| Annual Report Gross Expense Ratio | 1.03 | 1.09 | 94% |
| Fund Existence | 36 years | 9 years | - |
| Gain YTD | 14.108 | 24.462 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4B | 1.08B | 8,502% |
| Annual Yield % from dividends | 0.60 | 1.90 | 31% |
| Returns for 1 year | 11.46 | 29.79 | 38% |
| Returns for 3 years | 39.32 | 57.96 | 68% |
| Returns for 5 years | -8.12 | 94.47 | -9% |
| Returns for 10 years | 85.31 | N/A | - |
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