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DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$50.18
Change-$0.66 (-1.30%)
VolumeN/A
Net Assets16.53B
Third Avenue Small Cap Value Instl
Price$20.42
Change-$0.19 (-0.92%)
VolumeN/A
Net Assets170.56M
DFSVX vs TASCX Comparison Chart in %
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DFSVX vs. TASCX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. TASCX (171M). DFSVX pays higher dividends than TASCX: DFSVX (1.66) vs TASCX (0.51). DFSVX was incepted earlier than TASCX: DFSVX (33 years) vs TASCX (29 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 : 6.58 vs. TASCX (-4.00). DFSVX return over 5 years is better than : 84.66 vs. TASCX (34.16).
| 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 | 29 years | - |
| Gain YTD | 4.858 | 9.861 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 171M | 9,649% |
| Annual Yield % from dividends | 1.66 | 0.51 | 326% |
| Returns for 1 year | 6.58 | -4.00 | -165% |
| Returns for 3 years | 37.50 | 12.41 | 302% |
| Returns for 5 years | 84.66 | 34.16 | 248% |
| Returns for 10 years | 58.69 | -6.82 | -861% |
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