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SMCWX vs TVFVX
SMCWX vs TVFVX Comparison
Open Charts SMCWX vs TVFVX
SMCWX vs TVFVX Comparison Chart in %
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SMCWX vs. TVFVX commentary
Jul 26, 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 TVFVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. TVFVX (988M). TVFVX pays higher dividends than SMCWX: TVFVX (1.91) vs SMCWX (0.58). SMCWX was incepted earlier than TVFVX: SMCWX (36 years) vs TVFVX (17 years). TVFVX (1.39) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. TVFVX (23.00). SMCWX has a lower initial minimum investment than TVFVX: SMCWX (250) vs TVFVX (2500). TVFVX annual gain was more profitable for investors over the last year : 25.64 vs. SMCWX (11.08). TVFVX return over 5 years is better than : 79.75 vs. SMCWX (-6.46).
| SMCWX | TVFVX | SMCWX / TVFVX | |
| Total Expense Ratio | 1.03 | 1.39 | 74% |
| Annual Report Gross Expense Ratio | 1.03 | 1.39 | 74% |
| Fund Existence | 36 years | 17 years | - |
| Gain YTD | 10.547 | 14.321 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 988M | 9,545% |
| Annual Yield % from dividends | 0.58 | 1.91 | 30% |
| Returns for 1 year | 11.08 | 25.64 | 43% |
| Returns for 3 years | 28.19 | 35.10 | 80% |
| Returns for 5 years | -6.46 | 79.75 | -8% |
| Returns for 10 years | 82.75 | 92.88 | 89% |
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