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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
MFS New Discovery Value C
Price$16.42
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets2.85B
DFSVX vs NDVCX Comparison Chart in %
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DFSVX vs. NDVCX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NDVCX (2.85B). 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 (1.95) 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 : 9.45 vs. NDVCX (3.10). DFSVX return over 5 years is better than : 105.30 vs. NDVCX (35.17).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.067 | -0.845 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.85B | 564% |
| Annual Yield % from dividends | 1.67 | 0.84 | 198% |
| Returns for 1 year | 9.45 | 3.10 | 305% |
| Returns for 3 years | 32.84 | 1.82 | 1,807% |
| Returns for 5 years | 105.30 | 35.17 | 299% |
| Returns for 10 years | 45.10 | 28.61 | 158% |
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