Interact to see
Advertisement
Advertisement
DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
MFS New Discovery Value C
Price$16.22
Change+$0.16 (+1.00%)
VolumeN/A
Net Assets2.76B
DFSVX vs NDVCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NDVCX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. NDVCX (2.76B). DFSVX pays higher dividends than NDVCX: DFSVX (1.52) vs NDVCX (0.60). DFSVX was incepted earlier than NDVCX: DFSVX (33 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 : 6.87 vs. NDVCX (-6.46). DFSVX return over 5 years is better than : 108.39 vs. NDVCX (39.05).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 5.663 | -2.053 | -276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 2.76B | 598% |
| Annual Yield % from dividends | 1.52 | 0.60 | 255% |
| Returns for 1 year | 6.87 | -6.46 | -106% |
| Returns for 3 years | 43.95 | 14.52 | 303% |
| Returns for 5 years | 108.39 | 39.05 | 278% |
| Returns for 10 years | 73.20 | 41.44 | 177% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers