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DFSVX vs NDVUX
DFSVX vs NDVUX Comparison
Open Charts DFSVX vs NDVUX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
MFS New Discovery Value R4
Price$18.11
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets2.79B
DFSVX vs NDVUX Comparison Chart in %
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DFSVX vs. NDVUX commentary
Jul 29, 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 NDVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. NDVUX (2.79B). NDVUX pays higher dividends than DFSVX: NDVUX (1.82) vs DFSVX (1.67). DFSVX was incepted earlier than NDVUX: DFSVX (32 years) vs NDVUX (14 years). NDVUX (0.97) is less costly to investors than DFSVX (0.31). NDVUX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVUX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -1.12 vs. NDVUX (-4.63). DFSVX return over 5 years is better than : 89.74 vs. NDVUX (40.29).
| DFSVX | NDVUX | DFSVX / NDVUX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.97 | 32% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 0.838 | -0.767 | -109% |
| 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 | 1.82 | 92% |
| Returns for 1 year | -1.12 | -4.63 | 24% |
| Returns for 3 years | 21.63 | 3.34 | 647% |
| Returns for 5 years | 89.74 | 40.29 | 223% |
| Returns for 10 years | 49.02 | 49.20 | 100% |
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