Interact to see
Advertisement
Advertisement
RSLDX vs TAVFX
RSLDX vs TAVFX Comparison
Open Charts RSLDX vs TAVFX
American Funds SMALLCAP World R5E
Price$77.66
Change+$1.47 (+1.93%)
VolumeN/A
Net Assets82.43B
Third Avenue Value Instl
Price$80.16
Change+$7.20 (+9.87%)
VolumeN/A
Net Assets943.66M
RSLDX vs TAVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RSLDX vs. TAVFX commentary
Feb 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 RSLDX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.4B vs. TAVFX (944M). TAVFX pays higher dividends than RSLDX: TAVFX (2.10) vs RSLDX (0.88). RSLDX was incepted earlier than TAVFX: RSLDX (10 years) vs TAVFX (35 years). TAVFX (1.19) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 41.00 vs. TAVFX (23.00). RSLDX has a lower initial minimum investment than TAVFX: RSLDX (250) vs TAVFX (10000). TAVFX annual gain was more profitable for investors over the last year : 37.36 vs. RSLDX (11.60). TAVFX return over 5 years is better than : 94.33 vs. RSLDX (-6.10).
| RSLDX | TAVFX | RSLDX / TAVFX | |
| Total Expense Ratio | 0.80 | 1.19 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 1.19 | 67% |
| Fund Existence | 10 years | 35 years | - |
| Gain YTD | 4.211 | 8.463 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 944M | 8,729% |
| Annual Yield % from dividends | 0.88 | 2.10 | 42% |
| Returns for 1 year | 11.60 | 37.36 | 31% |
| Returns for 3 years | 24.62 | 34.75 | 71% |
| Returns for 5 years | -6.10 | 94.33 | -6% |
| Returns for 10 years | 106.76 | 123.27 | 87% |