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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
MFS New Discovery Value A
Price$17.93
Change+$0.11 (+0.62%)
VolumeN/A
Net Assets2.85B
DFSVX vs NDVAX Comparison Chart in %
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DFSVX vs. NDVAX 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 NDVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NDVAX (2.85B). DFSVX (1.67) and NDVAX (1.59) have matching dividends . DFSVX was incepted earlier than NDVAX: DFSVX (32 years) vs NDVAX (14 years). NDVAX (1.20) is less costly to investors than DFSVX (0.31). NDVAX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NDVAX: DFSVX (0) vs NDVAX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. NDVAX (4.32). DFSVX return over 5 years is better than : 105.30 vs. NDVAX (42.23).
| DFSVX | NDVAX | DFSVX / NDVAX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.20 | 26% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.067 | -0.444 | -240% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.85B | 564% |
| Annual Yield % from dividends | 1.67 | 1.59 | 105% |
| Returns for 1 year | 9.45 | 4.32 | 219% |
| Returns for 3 years | 32.84 | 4.85 | 677% |
| Returns for 5 years | 105.30 | 42.23 | 249% |
| Returns for 10 years | 45.10 | 41.45 | 109% |
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