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TASCX vs VISVX
TASCX vs VISVX Comparison
Open Charts TASCX vs VISVX
Third Avenue Small Cap Value Instl
Price$18.74
Change+$0.52 (+2.85%)
VolumeN/A
Net Assets155.93M
Vanguard Small Cap Value Index I
Price$46.18
Change+$1.63 (+3.66%)
VolumeN/A
Net Assets51.69B
TASCX vs VISVX Comparison Chart
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TASCX vs. VISVX commentary
May 13, 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 TASCX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. TASCX (156M). VISVX pays higher dividends than TASCX: VISVX (2.21) vs TASCX (0.59). TASCX was incepted earlier than VISVX: TASCX (28 years) vs VISVX (27 years). TASCX (1.25) is less costly to investors than VISVX (0.19). VISVX is a more actively managed with annual turnover of: 16.00 vs. TASCX (15.00). VISVX has a lower initial minimum investment than TASCX: VISVX (3000) vs TASCX (10000). VISVX annual gain was more profitable for investors over the last year : -0.74 vs. TASCX (-12.99). VISVX return over 5 years is better than : 108.06 vs. TASCX (49.67).
| TASCX | VISVX | TASCX / VISVX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.25 | 0.19 | 658% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -2.878 | -6.143 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 51.7B | 0% |
| Annual Yield % from dividends | 0.59 | 2.21 | 27% |
| Returns for 1 year | -12.99 | -0.74 | 1,763% |
| Returns for 3 years | -1.43 | 17.06 | -8% |
| Returns for 5 years | 49.67 | 108.06 | 46% |
| Returns for 10 years | -22.67 | 76.92 | -29% |
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