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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$50.09
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets16.19B
MFS New Discovery Value R2
Price$17.26
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.66B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Nov 14, 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 NDVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. NDVSX (2.66B). DFSVX pays higher dividends than NDVSX: DFSVX (1.69) vs NDVSX (1.07). 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 : -1.72 vs. NDVSX (-12.30). DFSVX return over 5 years is better than : 70.67 vs. NDVSX (20.48).
| 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 | 4.670 | -2.980 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 2.66B | 609% |
| Annual Yield % from dividends | 1.69 | 1.07 | 158% |
| Returns for 1 year | -1.72 | -12.30 | 14% |
| Returns for 3 years | 20.64 | -0.08 | -24,881% |
| Returns for 5 years | 70.67 | 20.48 | 345% |
| Returns for 10 years | 63.06 | 45.48 | 139% |
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