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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
MFS New Discovery Value C
Price$16.37
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets2.79B
DFSVX vs NDVCX Comparison Chart in %
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DFSVX vs. NDVCX commentary
Jul 27, 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 NDVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. NDVCX (2.79B). DFSVX pays higher dividends than NDVCX: DFSVX (1.67) vs NDVCX (0.84). DFSVX was incepted earlier than NDVCX: DFSVX (32 years) vs NDVCX (14 years). NDVCX (1.97) is less costly to investors than DFSVX (0.31). NDVCX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. NDVCX (-4.09). DFSVX return over 5 years is better than : 94.25 vs. NDVCX (31.98).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| 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 | 0.901 | -1.147 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 2.79B | 573% |
| Annual Yield % from dividends | 1.67 | 0.84 | 198% |
| Returns for 1 year | 0.60 | -4.09 | -15% |
| Returns for 3 years | 27.09 | -0.92 | -2,937% |
| Returns for 5 years | 94.25 | 31.98 | 295% |
| Returns for 10 years | 50.73 | 31.77 | 160% |
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