Interact to see
Advertisement
Advertisement
DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$50.68
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.62B
Third Avenue Small Cap Value Instl
Price$20.83
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets173.35M
DFSVX vs TASCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. TASCX commentary
Aug 27, 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 DFSVX is a Hold and TASCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. TASCX (173M). DFSVX pays higher dividends than TASCX: DFSVX (1.64) vs TASCX (0.54). DFSVX was incepted earlier than TASCX: DFSVX (33 years) vs TASCX (28 years). TASCX (1.25) is less costly to investors than DFSVX (0.31). TASCX is a more actively managed with annual turnover of: 15.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than TASCX: DFSVX (0) vs TASCX (10000). DFSVX annual gain was more profitable for investors over the last year : 6.00 vs. TASCX (-4.52). DFSVX return over 5 years is better than : 90.35 vs. TASCX (38.59).
| DFSVX | TASCX | DFSVX / TASCX | |
| Total Expense Ratio | 0.31 | 1.18 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.25 | 25% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 5.392 | 11.087 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 173M | 9,595% |
| Annual Yield % from dividends | 1.64 | 0.54 | 306% |
| Returns for 1 year | 6.00 | -4.52 | -133% |
| Returns for 3 years | 25.52 | 6.86 | 372% |
| Returns for 5 years | 90.35 | 38.59 | 234% |
| Returns for 10 years | 63.09 | -4.98 | -1,268% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement