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SMCWX vs TAVFX
SMCWX vs TAVFX Comparison
Open Charts SMCWX vs TAVFX
American Funds SMALLCAP World A
Price$74.65
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
SMCWX vs TAVFX Comparison Chart in %
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SMCWX 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 SMCWX is a Buy and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.9B vs. TAVFX (814M). TAVFX pays higher dividends than SMCWX: TAVFX (2.06) vs SMCWX (0.57). SMCWX was incepted earlier than TAVFX: SMCWX (36 years) vs TAVFX (35 years). TAVFX (1.19) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). SMCWX has a lower initial minimum investment than TAVFX: SMCWX (250) vs TAVFX (10000). TAVFX annual gain was more profitable for investors over the last year : 7.35 vs. SMCWX (6.40). TAVFX return over 5 years is better than : 137.02 vs. SMCWX (8.37).
| SMCWX | TAVFX | SMCWX / TAVFX | |
| Total Expense Ratio | 1.04 | 1.19 | 87% |
| Annual Report Gross Expense Ratio | 1.04 | 1.19 | 87% |
| Fund Existence | 36 years | 35 years | - |
| Gain YTD | 10.811 | 22.729 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9B | 814M | 9,939% |
| Annual Yield % from dividends | 0.57 | 2.06 | 28% |
| Returns for 1 year | 6.40 | 7.35 | 87% |
| Returns for 3 years | 40.93 | 49.06 | 83% |
| Returns for 5 years | 8.37 | 137.02 | 6% |
| Returns for 10 years | 62.33 | 59.64 | 105% |
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