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DFSVX vs NDVVX
DFSVX vs NDVVX Comparison
Open Charts DFSVX vs NDVVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
MFS New Discovery Value R6
Price$18.23
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets2.85B
DFSVX vs NDVVX Comparison Chart in %
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DFSVX vs. NDVVX commentary
Jul 07, 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 NDVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NDVVX (2.85B). NDVVX pays higher dividends than DFSVX: NDVVX (1.91) vs DFSVX (1.67). DFSVX was incepted earlier than NDVVX: DFSVX (32 years) vs NDVVX (13 years). NDVVX (0.85) is less costly to investors than DFSVX (0.31). NDVVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. NDVVX (4.76). DFSVX return over 5 years is better than : 105.30 vs. NDVVX (44.81).
| DFSVX | NDVVX | DFSVX / NDVVX | |
| Total Expense Ratio | 0.31 | 0.84 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 1.067 | -0.274 | -390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.85B | 564% |
| Annual Yield % from dividends | 1.67 | 1.91 | 87% |
| Returns for 1 year | 9.45 | 4.76 | 199% |
| Returns for 3 years | 32.84 | 5.80 | 566% |
| Returns for 5 years | 105.30 | 44.81 | 235% |
| Returns for 10 years | 45.10 | 46.03 | 98% |
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