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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
MFS New Discovery Value I
Price$17.45
Change-$0.28 (-1.58%)
VolumeN/A
Net Assets2.62B
DFSVX vs NDVIX Comparison Chart in %
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DFSVX vs. NDVIX commentary
Nov 14, 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 Hold and NDVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. NDVIX (2.62B). DFSVX pays higher dividends than NDVIX: DFSVX (1.69) vs NDVIX (1.53). DFSVX was incepted earlier than NDVIX: DFSVX (33 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 : -1.72 vs. NDVIX (-11.73). DFSVX return over 5 years is better than : 70.67 vs. NDVIX (22.46).
| DFSVX | NDVIX | DFSVX / NDVIX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.97 | 32% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 4.670 | -2.515 | -186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 2.62B | 607% |
| Annual Yield % from dividends | 1.69 | 1.53 | 110% |
| Returns for 1 year | -1.72 | -11.73 | 15% |
| Returns for 3 years | 20.64 | 0.70 | 2,953% |
| Returns for 5 years | 70.67 | 22.46 | 315% |
| Returns for 10 years | 63.06 | 50.71 | 124% |
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