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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
MFS New Discovery Value C
Price$15.97
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets2.73B
DFSVX vs NDVCX Comparison Chart in %
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DFSVX vs. NDVCX commentary
Jan 15, 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 Hold and NDVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. NDVCX (2.73B). DFSVX pays higher dividends than NDVCX: DFSVX (1.69) vs NDVCX (0.34). DFSVX was incepted earlier than NDVCX: DFSVX (33 years) vs NDVCX (15 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 : 13.71 vs. NDVCX (-3.28). DFSVX return over 5 years is better than : 55.39 vs. NDVCX (-2.16).
| 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 | 15 years | - |
| Gain YTD | 5.771 | 5.552 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 2.73B | 641% |
| Annual Yield % from dividends | 1.69 | 0.34 | 493% |
| Returns for 1 year | 13.71 | -3.28 | -418% |
| Returns for 3 years | 37.53 | -2.41 | -1,555% |
| Returns for 5 years | 55.39 | -2.16 | -2,566% |
| Returns for 10 years | 114.57 | 53.74 | 213% |
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