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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
MFS New Discovery Value R2
Price$17.90
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets2.88B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Sep 08, 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 NDVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVSX (2.88B). DFSVX pays higher dividends than NDVSX: DFSVX (1.52) vs NDVSX (1.03). DFSVX was incepted earlier than NDVSX: DFSVX (33 years) vs NDVSX (14 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 : 11.40 vs. NDVSX (-1.36). DFSVX return over 5 years is better than : 94.21 vs. NDVSX (37.34).
| 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 | 14 years | - |
| Gain YTD | 6.765 | 0.617 | 1,096% |
| 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 | 1.03 | 147% |
| Returns for 1 year | 11.40 | -1.36 | -838% |
| Returns for 3 years | 35.36 | 10.27 | 344% |
| Returns for 5 years | 94.21 | 37.34 | 252% |
| Returns for 10 years | 64.86 | 49.08 | 132% |
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