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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
MFS New Discovery Value B
Price$16.32
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets2.73B
DFSVX vs NDVBX Comparison Chart in %
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DFSVX vs. NDVBX commentary
Feb 05, 2026
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: 17.9B vs. NDVBX (2.73B). DFSVX pays higher dividends than NDVBX: DFSVX (1.58) vs NDVBX (0.20). 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 (7.00). 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 : 17.52 vs. NDVBX (-2.88). DFSVX return over 5 years is better than : 55.54 vs. NDVBX (-0.44).
| 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 | 9.431 | 6.597 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 2.73B | 655% |
| Annual Yield % from dividends | 1.58 | 0.20 | 805% |
| Returns for 1 year | 17.52 | -2.88 | -608% |
| Returns for 3 years | 35.91 | -5.20 | -691% |
| Returns for 5 years | 55.54 | -0.44 | -12,585% |
| Returns for 10 years | 121.92 | 54.76 | 223% |
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