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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
MFS New Discovery Value B
Price$16.72
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.88B
DFSVX vs NDVBX Comparison Chart in %
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DFSVX vs. NDVBX commentary
Sep 08, 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 NDVBX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVBX (2.88B). DFSVX pays higher dividends than NDVBX: DFSVX (1.52) vs NDVBX (0.53). DFSVX was incepted earlier than NDVBX: DFSVX (33 years) vs NDVBX (14 years). NDVBX (1.97) is less costly to investors than DFSVX (0.31). NDVBX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NDVBX: DFSVX (0) vs NDVBX (1000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. NDVBX (-2.35). DFSVX return over 5 years is better than : 94.21 vs. NDVBX (31.22).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 6.765 | 0.060 | 11,304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 2.88B | 584% |
| Annual Yield % from dividends | 1.52 | 0.53 | 288% |
| Returns for 1 year | 11.40 | -2.35 | -485% |
| Returns for 3 years | 35.36 | 7.36 | 481% |
| Returns for 5 years | 94.21 | 31.22 | 302% |
| Returns for 10 years | 64.86 | 37.79 | 172% |
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