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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
MFS New Discovery Value I
Price$17.62
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets2.7B
DFSVX vs NDVIX Comparison Chart in %
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DFSVX vs. NDVIX commentary
Oct 18, 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 (2.7B). DFSVX pays higher dividends than NDVIX: DFSVX (1.66) vs NDVIX (1.50). 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 : 0.38 vs. NDVIX (-9.35). DFSVX return over 5 years is better than : 80.47 vs. NDVIX (32.98).
| 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 | 2.475 | -3.120 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 2.7B | 589% |
| Annual Yield % from dividends | 1.66 | 1.50 | 111% |
| Returns for 1 year | 0.38 | -9.35 | -4% |
| Returns for 3 years | 28.43 | 8.56 | 332% |
| Returns for 5 years | 80.47 | 32.98 | 244% |
| Returns for 10 years | 55.60 | 46.49 | 120% |
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