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DFSVX vs TASZX
DFSVX vs TASZX Comparison
Open Charts DFSVX vs TASZX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.54B
Third Avenue Small Cap Value Z
Price$18.32
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets156.43M
DFSVX vs TASZX Comparison Chart
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DFSVX vs. TASZX commentary
May 10, 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 TASZX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.5B vs. TASZX (156M). DFSVX pays higher dividends than TASZX: DFSVX (1.75) vs TASZX (0.70). DFSVX was incepted earlier than TASZX: DFSVX (32 years) vs TASZX (7 years). TASZX (1.18) is less costly to investors than DFSVX (0.31). TASZX is a more actively managed with annual turnover of: 15.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than TASZX: DFSVX (0) vs TASZX (25000). DFSVX annual gain was more profitable for investors over the last year : -4.47 vs. TASZX (-13.97). DFSVX return over 5 years is better than : 92.55 vs. TASZX (36.84).
| DFSVX | TASZX | DFSVX / TASZX | |
| Total Expense Ratio | 0.31 | 1.08 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.18 | 26% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | -9.153 | -3.128 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 156M | 9,295% |
| Annual Yield % from dividends | 1.75 | 0.70 | 248% |
| Returns for 1 year | -4.47 | -13.97 | 32% |
| Returns for 3 years | 13.88 | -1.12 | -1,241% |
| Returns for 5 years | 92.55 | 36.84 | 251% |
| Returns for 10 years | 29.01 | N/A | - |
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