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DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Third Avenue Small Cap Value Instl
Price$20.99
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets174.54M
DFSVX vs TASCX Comparison Chart in %
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DFSVX vs. TASCX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. TASCX (175M). DFSVX pays higher dividends than TASCX: DFSVX (1.52) vs TASCX (0.50). DFSVX was incepted earlier than TASCX: DFSVX (33 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 : 13.14 vs. TASCX (-1.31). DFSVX return over 5 years is better than : 97.58 vs. TASCX (40.10).
| 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 | 28 years | - |
| Gain YTD | 6.557 | 11.780 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 175M | 9,600% |
| Annual Yield % from dividends | 1.52 | 0.50 | 305% |
| Returns for 1 year | 13.14 | -1.31 | -1,001% |
| Returns for 3 years | 30.06 | 11.31 | 266% |
| Returns for 5 years | 97.58 | 40.10 | 243% |
| Returns for 10 years | 66.51 | -3.34 | -1,989% |
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