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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.85B
MFS New Discovery Value I
Price$18.36
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets2.88B
DFSVX vs NDVIX Comparison Chart in %
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DFSVX vs. NDVIX commentary
Sep 09, 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: 16.8B vs. NDVIX (2.88B). DFSVX (1.52) and NDVIX (1.48) have matching dividends . 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 : 11.40 vs. NDVIX (-0.65). DFSVX return over 5 years is better than : 94.21 vs. NDVIX (39.73).
| 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 | 6.765 | 1.059 | 639% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 2.88B | 584% |
| Annual Yield % from dividends | 1.52 | 1.48 | 103% |
| Returns for 1 year | 11.40 | -0.65 | -1,753% |
| Returns for 3 years | 35.36 | 11.25 | 314% |
| Returns for 5 years | 94.21 | 39.73 | 237% |
| Returns for 10 years | 64.86 | 54.50 | 119% |
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