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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$76.52
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
Third Avenue Value Instl
Price$70.79
Change-$0.46 (-0.65%)
VolumeN/A
Net Assets813.83M
SFCWX vs TAVFX Comparison Chart in %
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SFCWX vs. TAVFX commentary
Oct 21, 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 Buy and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.9B vs. TAVFX (814M). TAVFX pays higher dividends than SFCWX: TAVFX (2.06) vs SFCWX (0.90). 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 : 7.35 vs. SFCWX (6.80). TAVFX return over 5 years is better than : 137.02 vs. SFCWX (10.29).
| 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 | 11.143 | 22.729 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9B | 814M | 9,939% |
| Annual Yield % from dividends | 0.90 | 2.06 | 44% |
| Returns for 1 year | 6.80 | 7.35 | 92% |
| Returns for 3 years | 42.09 | 49.06 | 86% |
| Returns for 5 years | 10.29 | 137.02 | 8% |
| Returns for 10 years | N/A | 59.64 | - |
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