Interact to see
Advertisement
Advertisement
SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$78.13
Change-$0.36 (-0.46%)
VolumeN/A
Net Assets82.43B
Third Avenue Value Instl
Price$75.65
Change-$0.36 (-0.47%)
VolumeN/A
Net Assets909.68M
SFCWX vs TAVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SFCWX vs. TAVFX commentary
Jan 15, 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 SFCWX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. TAVFX (910M). TAVFX pays higher dividends than SFCWX: TAVFX (2.25) vs SFCWX (1.04). 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). 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 : 36.36 vs. SFCWX (17.17). TAVFX return over 5 years is better than : 82.85 vs. SFCWX (-4.38).
| 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 | 4.187 | 3.602 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 910M | 9,055% |
| Annual Yield % from dividends | 1.04 | 2.25 | 46% |
| Returns for 1 year | 17.17 | 36.36 | 47% |
| Returns for 3 years | 31.14 | 34.48 | 90% |
| Returns for 5 years | -4.38 | 82.85 | -5% |
| Returns for 10 years | N/A | 108.96 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement