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DFSVX vs TASCX
DFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Third Avenue Small Cap Value Instl
Price$19.98
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets165.04M
DFSVX vs TASCX Comparison Chart in %
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DFSVX vs. TASCX commentary
Oct 19, 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 Hold and TASCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. TASCX (165M). DFSVX pays higher dividends than TASCX: DFSVX (1.66) vs TASCX (0.51). 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 (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 : 0.38 vs. TASCX (-10.81). DFSVX return over 5 years is better than : 80.47 vs. TASCX (29.97).
| 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 | 2.475 | 6.503 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 165M | 9,636% |
| Annual Yield % from dividends | 1.66 | 0.51 | 326% |
| Returns for 1 year | 0.38 | -10.81 | -4% |
| Returns for 3 years | 28.43 | 5.06 | 562% |
| Returns for 5 years | 80.47 | 29.97 | 268% |
| Returns for 10 years | 55.60 | -8.94 | -622% |
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