Interact to see
Advertisement
Advertisement
SMCWX vs TVFVX
SMCWX vs TVFVX Comparison
Open Charts SMCWX vs TVFVX
SMCWX vs TVFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMCWX vs. TVFVX commentary
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. TVFVX (999M). TVFVX pays higher dividends than SMCWX: TVFVX (1.81) vs SMCWX (0.63). SMCWX was incepted earlier than TVFVX: SMCWX (36 years) vs TVFVX (16 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 : 37.28 vs. SMCWX (20.50). TVFVX return over 5 years is better than : 62.03 vs. SMCWX (-2.89).
| 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 | 16 years | - |
| Gain YTD | 12.075 | 15.244 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.9B | 999M | 8,899% |
| Annual Yield % from dividends | 0.63 | 1.81 | 35% |
| Returns for 1 year | 20.50 | 37.28 | 55% |
| Returns for 3 years | 37.36 | 47.83 | 78% |
| Returns for 5 years | -2.89 | 62.03 | -5% |
| Returns for 10 years | 88.69 | 95.86 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers