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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
MFS New Discovery Value R2
Price$17.16
Change-$0.19 (-1.10%)
VolumeN/A
Net Assets2.78B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Aug 17, 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 StrongBuy and NDVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NDVSX (2.78B). DFSVX pays higher dividends than NDVSX: DFSVX (1.64) vs NDVSX (1.10). 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 : 5.62 vs. NDVSX (-4.55). DFSVX return over 5 years is better than : 80.15 vs. NDVSX (29.46).
| 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 | 1.483 | -3.542 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.78B | 579% |
| Annual Yield % from dividends | 1.64 | 1.10 | 150% |
| Returns for 1 year | 5.62 | -4.55 | -123% |
| Returns for 3 years | 16.09 | -4.79 | -336% |
| Returns for 5 years | 80.15 | 29.46 | 272% |
| Returns for 10 years | 50.63 | 37.34 | 136% |
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