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FSFWX vs TAVFX
FSFWX vs TAVFX Comparison
Open Charts FSFWX vs TAVFX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
Third Avenue Value Instl
Price$75.13
Change-$0.79 (-1.04%)
VolumeN/A
Net Assets819.83M
FSFWX vs TAVFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. TAVFX (820M). TAVFX pays higher dividends than FSFWX: TAVFX (2.05) vs FSFWX (0.88). FSFWX was incepted earlier than TAVFX: FSFWX (5 years) vs TAVFX (35 years). TAVFX (1.19) is less costly to investors than FSFWX (0.71). FSFWX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). FSFWX has a lower initial minimum investment than TAVFX: FSFWX (250) vs TAVFX (10000). TAVFX annual gain was more profitable for investors over the last year : 19.98 vs. FSFWX (7.82). TAVFX return over 5 years is better than : 126.42 vs. FSFWX (9.11).
| FSFWX | TAVFX | FSFWX / TAVFX | |
| Total Expense Ratio | 0.71 | 1.19 | 60% |
| Annual Report Gross Expense Ratio | 0.71 | 1.19 | 60% |
| Fund Existence | 5 years | 35 years | - |
| Gain YTD | 12.270 | 31.623 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 820M | 9,976% |
| Annual Yield % from dividends | 0.88 | 2.05 | 43% |
| Returns for 1 year | 7.82 | 19.98 | 39% |
| Returns for 3 years | 32.18 | 40.43 | 80% |
| Returns for 5 years | 9.11 | 126.42 | 7% |
| Returns for 10 years | N/A | 69.41 | - |
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