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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$51.98
Change-$0.14 (-0.27%)
VolumeN/A
Net Assets16.71B
MFS New Discovery Value B
Price$16.47
Change+$0.20 (+1.23%)
VolumeN/A
Net Assets2.69B
DFSVX vs NDVBX Comparison Chart in %
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DFSVX vs. NDVBX commentary
Dec 05, 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: 16.7B vs. NDVBX (2.69B). DFSVX pays higher dividends than NDVBX: DFSVX (1.62) vs NDVBX (0.53). DFSVX was incepted earlier than NDVBX: DFSVX (33 years) vs NDVBX (15 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 : 0.82 vs. NDVBX (-12.55). DFSVX return over 5 years is better than : 62.61 vs. NDVBX (7.76).
| 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 | 15 years | - |
| Gain YTD | 8.912 | -1.436 | -620% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 2.69B | 621% |
| Annual Yield % from dividends | 1.62 | 0.53 | 304% |
| Returns for 1 year | 0.82 | -12.55 | -7% |
| Returns for 3 years | 23.63 | -2.49 | -948% |
| Returns for 5 years | 62.61 | 7.76 | 807% |
| Returns for 10 years | 64.29 | 34.42 | 187% |
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