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FSWFX vs TVFVX
FSWFX vs TVFVX Comparison
Open Charts FSWFX vs TVFVX
American Funds SMALLCAP World 529-F-2
Price$74.59
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
Third Avenue Value Investor
Price$73.88
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets875.7M
FSWFX vs TVFVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. TVFVX (876M). TVFVX pays higher dividends than FSWFX: TVFVX (1.76) vs FSWFX (0.80). FSWFX was incepted earlier than TVFVX: FSWFX (5 years) vs TVFVX (16 years). TVFVX (1.44) is less costly to investors than FSWFX (0.76). FSWFX has a lower initial minimum investment than TVFVX: FSWFX (250) vs TVFVX (2500). TVFVX annual gain was more profitable for investors over the last year : 26.92 vs. FSWFX (8.77). TVFVX return over 5 years is better than : 86.11 vs. FSWFX (-4.51).
| FSWFX | TVFVX | FSWFX / TVFVX | |
| Total Expense Ratio | 0.76 | 1.44 | 53% |
| Annual Report Gross Expense Ratio | 0.76 | 1.44 | 53% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 10.359 | 26.963 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 876M | 9,395% |
| Annual Yield % from dividends | 0.80 | 1.76 | 45% |
| Returns for 1 year | 8.77 | 26.92 | 33% |
| Returns for 3 years | 35.75 | 36.91 | 97% |
| Returns for 5 years | -4.51 | 86.11 | -5% |
| Returns for 10 years | N/A | 73.74 | - |
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