Interact to see
Advertisement
Advertisement
SMCWX vs TAVZX
SMCWX vs TAVZX Comparison
Open Charts SMCWX vs TAVZX
SMCWX vs TAVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMCWX vs. TAVZX commentary
Jul 27, 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 TAVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. TAVZX (986M). TAVZX pays higher dividends than SMCWX: TAVZX (2.15) vs SMCWX (0.58). SMCWX was incepted earlier than TAVZX: SMCWX (36 years) vs TAVZX (8 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 : 25.50 vs. SMCWX (11.08). TAVZX return over 5 years is better than : 82.03 vs. SMCWX (-6.46).
| 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 | 8 years | - |
| Gain YTD | 10.547 | 14.129 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 986M | 9,564% |
| Annual Yield % from dividends | 0.58 | 2.15 | 27% |
| Returns for 1 year | 11.08 | 25.50 | 43% |
| Returns for 3 years | 28.19 | 35.82 | 79% |
| Returns for 5 years | -6.46 | 82.03 | -8% |
| Returns for 10 years | 82.75 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers