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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$54.25
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets17.35B
MFS New Discovery Value R2
Price$17.18
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.73B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Jan 14, 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 NDVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.3B vs. NDVSX (2.73B). DFSVX pays higher dividends than NDVSX: DFSVX (1.69) vs NDVSX (0.83). DFSVX was incepted earlier than NDVSX: DFSVX (33 years) vs NDVSX (15 years). NDVSX (1.47) is less costly to investors than DFSVX (0.31). NDVSX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 14.91 vs. NDVSX (-1.04). DFSVX return over 5 years is better than : 51.83 vs. NDVSX (1.38).
| DFSVX | NDVSX | DFSVX / NDVSX | |
| Total Expense Ratio | 0.31 | 1.46 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.47 | 21% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 5.054 | 4.820 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 2.73B | 633% |
| Annual Yield % from dividends | 1.69 | 0.83 | 204% |
| Returns for 1 year | 14.91 | -1.04 | -1,431% |
| Returns for 3 years | 36.60 | -0.17 | -21,592% |
| Returns for 5 years | 51.83 | 1.38 | 3,763% |
| Returns for 10 years | 113.12 | 66.71 | 170% |
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