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SFCWX vs TAVFX
SFCWX vs TAVFX Comparison
Open Charts SFCWX vs TAVFX
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
Third Avenue Value Instl
Price$75.13
Change-$0.79 (-1.04%)
VolumeN/A
Net Assets819.83M
SFCWX vs TAVFX Comparison Chart in %
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SFCWX vs. TAVFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.8B vs. TAVFX (820M). TAVFX pays higher dividends than SFCWX: TAVFX (2.05) 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 : 19.98 vs. SFCWX (7.88). TAVFX return over 5 years is better than : 126.42 vs. SFCWX (9.26).
| 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 | 12.305 | 31.623 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 820M | 9,976% |
| Annual Yield % from dividends | 0.90 | 2.05 | 44% |
| Returns for 1 year | 7.88 | 19.98 | 39% |
| Returns for 3 years | 32.00 | 40.43 | 79% |
| Returns for 5 years | 9.26 | 126.42 | 7% |
| Returns for 10 years | N/A | 69.41 | - |
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