Interact to see
Advertisement
Advertisement
CSPAX vs TAVFX
CSPAX vs TAVFX Comparison
Open Charts CSPAX vs TAVFX
American Funds SMALLCAP World 529A
Price$73.08
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets82.31B
Third Avenue Value Instl
Price$73.24
Change+$0.12 (+0.16%)
VolumeN/A
Net Assets877.72M
CSPAX vs TAVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPAX vs. TAVFX commentary
Dec 25, 2025
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 CSPAX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. TAVFX (878M). TAVFX pays higher dividends than CSPAX: TAVFX (1.98) vs CSPAX (0.55). CSPAX was incepted earlier than TAVFX: CSPAX (24 years) vs TAVFX (35 years). TAVFX (1.19) is less costly to investors than CSPAX (1.04). CSPAX has a lower initial minimum investment than TAVFX: CSPAX (250) vs TAVFX (10000). TAVFX annual gain was more profitable for investors over the last year : 27.13 vs. CSPAX (9.03). TAVFX return over 5 years is better than : 87.90 vs. CSPAX (-5.80).
| CSPAX | TAVFX | CSPAX / TAVFX | |
| Total Expense Ratio | 1.04 | 1.19 | 87% |
| Annual Report Gross Expense Ratio | 1.04 | 1.19 | 87% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 10.314 | 26.976 | 38% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 878M | 9,374% |
| Annual Yield % from dividends | 0.55 | 1.98 | 28% |
| Returns for 1 year | 9.03 | 27.13 | 33% |
| Returns for 3 years | 34.42 | 37.39 | 92% |
| Returns for 5 years | -5.80 | 87.90 | -7% |
| Returns for 10 years | 70.99 | 77.54 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement