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DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Third Avenue Small Cap Value Instl
Price$19.43
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets178.09M
DFSVX vs TASCX Comparison Chart
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DFSVX vs. TASCX commentary
Jan 19, 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: 16.8B vs. TASCX (178M). DFSVX pays higher dividends than TASCX: DFSVX (1.44) vs TASCX (0.43). DFSVX was incepted earlier than TASCX: DFSVX (32 years) vs TASCX (28 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. TASCX (21.00). 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 : 17.38 vs. TASCX (1.15). DFSVX return over 5 years is better than : 51.83 vs. TASCX (6.72).
| DFSVX | TASCX | DFSVX / TASCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 2.948 | 3.571 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 178M | 9,438% |
| Annual Yield % from dividends | 1.44 | 0.43 | 338% |
| Returns for 1 year | 17.38 | 1.15 | 1,514% |
| Returns for 3 years | 16.94 | -3.21 | -527% |
| Returns for 5 years | 51.83 | 6.72 | 771% |
| Returns for 10 years | 57.77 | -10.68 | -541% |