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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
MFS New Discovery Value I
Price$18.07
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets2.79B
DFSVX vs NDVIX Comparison Chart in %
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DFSVX vs. NDVIX commentary
Jul 29, 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 NDVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. NDVIX (2.79B). NDVIX pays higher dividends than DFSVX: NDVIX (1.82) vs DFSVX (1.67). DFSVX was incepted earlier than NDVIX: DFSVX (32 years) vs NDVIX (14 years). NDVIX (0.97) is less costly to investors than DFSVX (0.31). NDVIX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVIX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. NDVIX (-2.72). DFSVX return over 5 years is better than : 94.25 vs. NDVIX (40.57).
| DFSVX | NDVIX | DFSVX / NDVIX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.97 | 32% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 0.901 | -0.604 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 2.79B | 573% |
| Annual Yield % from dividends | 1.67 | 1.82 | 91% |
| Returns for 1 year | 0.60 | -2.72 | -22% |
| Returns for 3 years | 27.09 | 2.66 | 1,018% |
| Returns for 5 years | 94.25 | 40.57 | 232% |
| Returns for 10 years | 50.73 | 48.21 | 105% |
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