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DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Third Avenue Small Cap Value Instl
Price$21.97
Change+$1.70 (+8.39%)
VolumeN/A
Net Assets182.54M
DFSVX vs TASCX Comparison Chart in %
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DFSVX vs. TASCX commentary
Feb 05, 2026
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: 17.9B vs. TASCX (183M). DFSVX pays higher dividends than TASCX: DFSVX (1.58) vs TASCX (0.18). DFSVX was incepted earlier than TASCX: DFSVX (33 years) vs TASCX (29 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 (7.00). 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 : 17.52 vs. TASCX (15.30). DFSVX return over 5 years is better than : 55.54 vs. TASCX (18.90).
| DFSVX | TASCX | DFSVX / TASCX | |
| Total Expense Ratio | 0.31 | 1.18 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.25 | 25% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 9.431 | 6.495 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 183M | 9,781% |
| Annual Yield % from dividends | 1.58 | 0.18 | 880% |
| Returns for 1 year | 17.52 | 15.30 | 115% |
| Returns for 3 years | 35.91 | 7.46 | 481% |
| Returns for 5 years | 55.54 | 18.90 | 294% |
| Returns for 10 years | 121.92 | 30.76 | 396% |
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