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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
MFS New Discovery Value R2
Price$17.64
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets2.79B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Jul 28, 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: 16B vs. NDVSX (2.79B). 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 (1.47) 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 : 0.60 vs. NDVSX (-3.31). DFSVX return over 5 years is better than : 94.25 vs. NDVSX (38.34).
| DFSVX | NDVSX | DFSVX / NDVSX | |
| Total Expense Ratio | 0.31 | 1.46 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.47 | 21% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 0.901 | -0.899 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 2.79B | 573% |
| Annual Yield % from dividends | 1.67 | 1.34 | 124% |
| Returns for 1 year | 0.60 | -3.31 | -18% |
| Returns for 3 years | 27.09 | 2.21 | 1,224% |
| Returns for 5 years | 94.25 | 38.34 | 246% |
| Returns for 10 years | 50.73 | 43.18 | 117% |
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