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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
MFS New Discovery Value B
Price$15.68
Change-$0.28 (-1.75%)
VolumeN/A
Net Assets2.72B
DFSVX vs NDVBX Comparison Chart
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DFSVX vs. NDVBX commentary
Jun 16, 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 Hold and NDVBX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. NDVBX (2.72B). DFSVX pays higher dividends than NDVBX: DFSVX (1.65) vs NDVBX (0.78). DFSVX was incepted earlier than NDVBX: DFSVX (32 years) vs NDVBX (14 years). NDVBX (1.95) 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 : 1.83 vs. NDVBX (-2.05). DFSVX return over 5 years is better than : 86.94 vs. NDVBX (26.48).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -6.462 | -6.164 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 2.72B | 547% |
| Annual Yield % from dividends | 1.65 | 0.78 | 212% |
| Returns for 1 year | 1.83 | -2.05 | -89% |
| Returns for 3 years | 19.38 | -2.94 | -660% |
| Returns for 5 years | 86.94 | 26.48 | 328% |
| Returns for 10 years | 30.89 | 20.06 | 154% |
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