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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
Third Avenue Value Instl
Price$80.16
Change+$7.20 (+9.87%)
VolumeN/A
Net Assets943.66M
SFCWX vs TAVFX Comparison Chart in %
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SFCWX 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 SFCWX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. TAVFX (944M). TAVFX pays higher dividends than SFCWX: TAVFX (2.10) vs SFCWX (1.00). 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: 41.00 vs. TAVFX (23.00). 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 : 37.36 vs. SFCWX (11.82). TAVFX return over 5 years is better than : 94.33 vs. SFCWX (-5.41).
| 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 | 4.227 | 8.463 | 50% |
| 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 | 944M | 8,729% |
| Annual Yield % from dividends | 1.00 | 2.10 | 48% |
| Returns for 1 year | 11.82 | 37.36 | 32% |
| Returns for 3 years | 25.23 | 34.75 | 73% |
| Returns for 5 years | -5.41 | 94.33 | -6% |
| Returns for 10 years | N/A | 123.27 | - |
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