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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
MFS New Discovery Value A
Price$17.88
Change+$0.14 (+0.79%)
VolumeN/A
Net Assets2.79B
DFSVX vs NDVAX Comparison Chart in %
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DFSVX vs. NDVAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. NDVAX (2.79B). DFSVX (1.67) and NDVAX (1.59) have matching dividends . DFSVX was incepted earlier than NDVAX: DFSVX (32 years) vs NDVAX (14 years). NDVAX (1.22) 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 : 0.60 vs. NDVAX (-2.98). DFSVX return over 5 years is better than : 94.25 vs. NDVAX (38.85).
| 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 | 0.901 | -0.722 | -125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 2.79B | 573% |
| Annual Yield % from dividends | 1.67 | 1.59 | 105% |
| Returns for 1 year | 0.60 | -2.98 | -20% |
| Returns for 3 years | 27.09 | 2.00 | 1,355% |
| Returns for 5 years | 94.25 | 38.85 | 243% |
| Returns for 10 years | 50.73 | 44.99 | 113% |
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