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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
MFS New Discovery Value R2
Price$17.70
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets2.85B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NDVSX (2.85B). DFSVX pays higher dividends than NDVSX: DFSVX (1.67) vs NDVSX (1.34). DFSVX was incepted earlier than NDVSX: DFSVX (32 years) vs NDVSX (14 years). NDVSX (1.45) 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 : 9.45 vs. NDVSX (4.00). DFSVX return over 5 years is better than : 105.30 vs. NDVSX (41.81).
| DFSVX | NDVSX | DFSVX / NDVSX | |
| Total Expense Ratio | 0.31 | 1.44 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.067 | -0.562 | -190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.85B | 564% |
| Annual Yield % from dividends | 1.67 | 1.34 | 124% |
| Returns for 1 year | 9.45 | 4.00 | 236% |
| Returns for 3 years | 32.84 | 5.10 | 644% |
| Returns for 5 years | 105.30 | 41.81 | 252% |
| Returns for 10 years | 45.10 | 39.87 | 113% |
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