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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
Third Avenue Value Instl
Price$76.98
Change+$1.33 (+1.76%)
VolumeN/A
Net Assets870.78M
SFCWX vs TAVFX Comparison Chart in %
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SFCWX vs. TAVFX commentary
Dec 04, 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 SFCWX is a StrongBuy and TAVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. TAVFX (871M). TAVFX pays higher dividends than SFCWX: TAVFX (1.98) vs SFCWX (0.88). SFCWX was incepted earlier than TAVFX: SFCWX (9 years) vs TAVFX (35 years). TAVFX (1.19) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). TAVFX has a lower initial minimum investment than SFCWX: TAVFX (10000) vs SFCWX (1000000). TAVFX annual gain was more profitable for investors over the last year : 18.81 vs. SFCWX (7.00). TAVFX return over 5 years is better than : 104.73 vs. SFCWX (4.29).
| SFCWX | TAVFX | SFCWX / TAVFX | |
| Total Expense Ratio | 0.65 | 1.19 | 55% |
| Annual Report Gross Expense Ratio | 0.65 | 1.19 | 55% |
| Fund Existence | 9 years | 35 years | - |
| Gain YTD | 13.366 | 31.120 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 871M | 9,449% |
| Annual Yield % from dividends | 0.88 | 1.98 | 45% |
| Returns for 1 year | 7.00 | 18.81 | 37% |
| Returns for 3 years | 31.42 | 37.08 | 85% |
| Returns for 5 years | 4.29 | 104.73 | 4% |
| Returns for 10 years | N/A | 64.65 | - |
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