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DFSVX vs NDVTX
DFSVX vs NDVTX Comparison
Open Charts DFSVX vs NDVTX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
MFS New Discovery Value R3
Price$17.26
Change-$0.28 (-1.60%)
VolumeN/A
Net Assets2.66B
DFSVX vs NDVTX Comparison Chart in %
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DFSVX vs. NDVTX commentary
Nov 14, 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 Hold and NDVTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. NDVTX (2.66B). DFSVX pays higher dividends than NDVTX: DFSVX (1.69) vs NDVTX (1.33). DFSVX was incepted earlier than NDVTX: DFSVX (33 years) vs NDVTX (14 years). NDVTX (1.22) is less costly to investors than DFSVX (0.31). NDVTX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -2.43 vs. NDVTX (-12.03). DFSVX return over 5 years is better than : 68.62 vs. NDVTX (22.39).
| DFSVX | NDVTX | DFSVX / NDVTX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 3.416 | -2.739 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 2.66B | 597% |
| Annual Yield % from dividends | 1.69 | 1.33 | 127% |
| Returns for 1 year | -2.43 | -12.03 | 20% |
| Returns for 3 years | 20.11 | 0.87 | 2,307% |
| Returns for 5 years | 68.62 | 22.39 | 306% |
| Returns for 10 years | 59.40 | 49.92 | 119% |
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