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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
MFS New Discovery Value B
Price$16.03
Change-$0.18 (-1.11%)
VolumeN/A
Net Assets2.78B
DFSVX vs NDVBX Comparison Chart in %
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DFSVX vs. NDVBX commentary
Aug 17, 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 NDVBX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NDVBX (2.78B). DFSVX pays higher dividends than NDVBX: DFSVX (1.64) vs NDVBX (0.56). DFSVX was incepted earlier than NDVBX: DFSVX (32 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 : 5.62 vs. NDVBX (-5.50). DFSVX return over 5 years is better than : 80.15 vs. NDVBX (23.61).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.483 | -4.069 | -36% |
| Front Load | N/A | N/A | - |
| 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 | 0.56 | 293% |
| Returns for 1 year | 5.62 | -5.50 | -102% |
| Returns for 3 years | 16.09 | -7.33 | -220% |
| Returns for 5 years | 80.15 | 23.61 | 340% |
| Returns for 10 years | 50.63 | 26.86 | 189% |
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