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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$51.25
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.49B
MFS New Discovery Value R2
Price$17.44
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets2.68B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Dec 04, 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: 16.5B vs. NDVSX (2.68B). DFSVX pays higher dividends than NDVSX: DFSVX (1.62) vs NDVSX (1.04). 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 : -1.41 vs. NDVSX (-12.87). DFSVX return over 5 years is better than : 64.61 vs. NDVSX (15.02).
| 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 | 7.303 | -1.519 | -481% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 2.68B | 616% |
| Annual Yield % from dividends | 1.62 | 1.04 | 156% |
| Returns for 1 year | -1.41 | -12.87 | 11% |
| Returns for 3 years | 21.80 | -0.59 | -3,677% |
| Returns for 5 years | 64.61 | 15.02 | 430% |
| Returns for 10 years | 61.86 | 44.42 | 139% |
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