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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
MFS New Discovery Value C
Price$15.88
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets2.78B
DFSVX vs NDVCX Comparison Chart in %
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DFSVX vs. NDVCX 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 NDVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NDVCX (2.78B). DFSVX pays higher dividends than NDVCX: DFSVX (1.64) vs NDVCX (0.63). 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 : 5.62 vs. NDVCX (-5.55). DFSVX return over 5 years is better than : 80.15 vs. NDVCX (23.24).
| 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 | 1.483 | -4.106 | -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 | 0.63 | 260% |
| Returns for 1 year | 5.62 | -5.55 | -101% |
| Returns for 3 years | 16.09 | -7.57 | -213% |
| Returns for 5 years | 80.15 | 23.24 | 345% |
| Returns for 10 years | 50.63 | 26.03 | 194% |
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