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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
MFS New Discovery Value R2
Price$17.54
Change+$0.18 (+1.04%)
VolumeN/A
Net Assets2.76B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. NDVSX (2.76B). DFSVX pays higher dividends than NDVSX: DFSVX (1.52) vs NDVSX (1.03). 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 : 6.87 vs. NDVSX (-5.41). DFSVX return over 5 years is better than : 108.39 vs. NDVSX (46.14).
| 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 | 5.663 | -1.406 | -403% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 2.76B | 598% |
| Annual Yield % from dividends | 1.52 | 1.03 | 147% |
| Returns for 1 year | 6.87 | -5.41 | -127% |
| Returns for 3 years | 43.95 | 17.94 | 245% |
| Returns for 5 years | 108.39 | 46.14 | 235% |
| Returns for 10 years | 73.20 | 54.18 | 135% |
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