DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
TASCX
Price
$19.80
Change
+$0.16 (+0.81%)
Updated
Jul 3 closing price
Net Assets
166.93M
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DFSVX vs TASCX

Header iconDFSVX vs TASCX Comparison
Open Charts DFSVX vs TASCXBanner chart's image
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.

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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).
DFSVXTASCXDFSVX / TASCX
Total Expense Ratio0.311.1826%
Annual Report Gross Expense Ratio0.311.2525%
Fund Existence32 years28 years-
Gain YTD1.0675.54419%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B167M9,641%
Annual Yield % from dividends1.670.54307%
Returns for 1 year9.45-0.08-11,488%
Returns for 3 years32.846.78484%
Returns for 5 years105.3041.13256%
Returns for 10 years45.10-16.00-282%
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