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DFSVX vs TASVX
DFSVX vs TASVX Comparison
Open Charts DFSVX vs TASVX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets13.84B
PGIM Quant Solutions Small-Cap Val Z
Price$14.60
Change+$1.01 (+7.43%)
VolumeN/A
Net Assets317.49M
DFSVX vs TASVX Comparison Chart
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DFSVX vs. TASVX commentary
Apr 11, 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 TASVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.8B vs. TASVX (317M). TASVX (1.66) and DFSVX (1.65) have matching dividends . DFSVX was incepted earlier than TASVX: DFSVX (32 years) vs TASVX (32 years). TASVX (0.80) is less costly to investors than DFSVX (0.31). TASVX is a more actively managed with annual turnover of: 78.00 vs. DFSVX (12.00). DFSVX (0) and TASVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -15.85 vs. TASVX (-24.45). DFSVX return over 5 years is better than : 73.80 vs. TASVX (50.88).
| DFSVX | TASVX | DFSVX / TASVX | |
| Total Expense Ratio | 0.31 | 0.79 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.80 | 39% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | -20.700 | -19.586 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 317M | 4,353% |
| Annual Yield % from dividends | 1.65 | 1.66 | 99% |
| Returns for 1 year | -15.85 | -24.45 | 65% |
| Returns for 3 years | -5.38 | -32.64 | 16% |
| Returns for 5 years | 73.80 | 50.88 | 145% |
| Returns for 10 years | 11.58 | -38.89 | -30% |
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