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DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Third Avenue Small Cap Value Instl
Price$19.80
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets166.93M
DFSVX vs TASCX Comparison Chart in %
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DFSVX vs. TASCX commentary
Jul 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: 16.1B vs. TASCX (167M). DFSVX pays higher dividends than TASCX: DFSVX (1.67) vs TASCX (0.54). 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 : 9.45 vs. TASCX (-0.08). DFSVX return over 5 years is better than : 105.30 vs. TASCX (41.13).
| 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 | 1.067 | 5.544 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 167M | 9,641% |
| Annual Yield % from dividends | 1.67 | 0.54 | 307% |
| Returns for 1 year | 9.45 | -0.08 | -11,488% |
| Returns for 3 years | 32.84 | 6.78 | 484% |
| Returns for 5 years | 105.30 | 41.13 | 256% |
| Returns for 10 years | 45.10 | -16.00 | -282% |
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