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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
MFS New Discovery Value A
Price$17.39
Change-$0.19 (-1.08%)
VolumeN/A
Net Assets2.78B
DFSVX vs NDVAX Comparison Chart in %
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DFSVX vs. NDVAX commentary
Aug 18, 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 StrongBuy and NDVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NDVAX (2.78B). DFSVX pays higher dividends than NDVAX: DFSVX (1.64) vs NDVAX (1.34). DFSVX was incepted earlier than NDVAX: DFSVX (32 years) vs NDVAX (14 years). NDVAX (1.22) 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 : 5.62 vs. NDVAX (-4.22). DFSVX return over 5 years is better than : 80.15 vs. NDVAX (29.89).
| DFSVX | NDVAX | DFSVX / NDVAX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.483 | -3.358 | -44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.78B | 579% |
| Annual Yield % from dividends | 1.64 | 1.34 | 123% |
| Returns for 1 year | 5.62 | -4.22 | -133% |
| Returns for 3 years | 16.09 | -4.67 | -345% |
| Returns for 5 years | 80.15 | 29.89 | 268% |
| Returns for 10 years | 50.63 | 39.09 | 130% |
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