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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
MFS New Discovery Value R2
Price$17.48
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets2.73B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Feb 05, 2026
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: 17.9B vs. NDVSX (2.73B). DFSVX pays higher dividends than NDVSX: DFSVX (1.58) vs NDVSX (0.79). 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 (7.00). DFSVX (0) and NDVSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. NDVSX (-1.73). DFSVX return over 5 years is better than : 55.54 vs. NDVSX (4.68).
| 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 | 9.431 | 6.650 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 2.73B | 655% |
| Annual Yield % from dividends | 1.58 | 0.79 | 200% |
| Returns for 1 year | 17.52 | -1.73 | -1,015% |
| Returns for 3 years | 35.91 | -2.55 | -1,406% |
| Returns for 5 years | 55.54 | 4.68 | 1,186% |
| Returns for 10 years | 121.92 | 68.23 | 179% |
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