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FSWFX vs TAVFX
FSWFX vs TAVFX Comparison
Open Charts FSWFX vs TAVFX
American Funds SMALLCAP World 529-F-2
Price$74.64
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets82.31B
Third Avenue Value Instl
Price$73.24
Change+$0.12 (+0.16%)
VolumeN/A
Net Assets877.72M
FSWFX vs TAVFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. TAVFX (878M). TAVFX pays higher dividends than FSWFX: TAVFX (1.98) vs FSWFX (0.80). FSWFX was incepted earlier than TAVFX: FSWFX (5 years) vs TAVFX (35 years). TAVFX (1.19) is less costly to investors than FSWFX (0.76). FSWFX has a lower initial minimum investment than TAVFX: FSWFX (250) vs TAVFX (10000). TAVFX annual gain was more profitable for investors over the last year : 27.13 vs. FSWFX (9.16). TAVFX return over 5 years is better than : 87.90 vs. FSWFX (-4.44).
| FSWFX | TAVFX | FSWFX / TAVFX | |
| Total Expense Ratio | 0.76 | 1.19 | 64% |
| Annual Report Gross Expense Ratio | 0.76 | 1.19 | 64% |
| Fund Existence | 5 years | 35 years | - |
| Gain YTD | 10.433 | 26.976 | 39% |
| Front Load | N/A | 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 | 0.80 | 1.98 | 40% |
| Returns for 1 year | 9.16 | 27.13 | 34% |
| Returns for 3 years | 35.43 | 37.39 | 95% |
| Returns for 5 years | -4.44 | 87.90 | -5% |
| Returns for 10 years | N/A | 77.54 | - |
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