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DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Third Avenue Small Cap Value Instl
Price$18.51
Change+$0.19 (+1.04%)
VolumeN/A
Net Assets155.37M
DFSVX vs TASCX Comparison Chart
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DFSVX vs. TASCX commentary
Jun 07, 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 Buy and TASCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. TASCX (155M). DFSVX pays higher dividends than TASCX: DFSVX (1.65) vs TASCX (0.56). 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 : 0.94 vs. TASCX (-9.81). DFSVX return over 5 years is better than : 68.62 vs. TASCX (19.56).
| 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 | -6.110 | -2.345 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 155M | 9,548% |
| Annual Yield % from dividends | 1.65 | 0.56 | 293% |
| Returns for 1 year | 0.94 | -9.81 | -10% |
| Returns for 3 years | 7.43 | -7.51 | -99% |
| Returns for 5 years | 68.62 | 19.56 | 351% |
| Returns for 10 years | 33.33 | -22.47 | -148% |
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