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DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.29B
Third Avenue Small Cap Value Instl
Price$16.47
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets144.12M
DFSVX vs TASCX Comparison Chart
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DFSVX vs. TASCX commentary
Apr 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 DFSVX is a Hold and TASCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. TASCX (144M). DFSVX pays higher dividends than TASCX: DFSVX (1.65) vs TASCX (0.57). DFSVX was incepted earlier than TASCX: DFSVX (32 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 : -10.09 vs. TASCX (-20.63). DFSVX return over 5 years is better than : 81.60 vs. TASCX (21.14).
| DFSVX | TASCX | DFSVX / TASCX | |
| Total Expense Ratio | 0.31 | 1.18 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.25 | 25% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | -17.140 | -12.207 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 144M | 9,236% |
| Annual Yield % from dividends | 1.65 | 0.57 | 288% |
| Returns for 1 year | -10.09 | -20.63 | 49% |
| Returns for 3 years | -1.27 | -15.16 | 8% |
| Returns for 5 years | 81.60 | 21.14 | 386% |
| Returns for 10 years | 16.53 | -30.10 | -55% |
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