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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
MFS New Discovery Value A
Price$17.87
Change-$0.38 (-2.08%)
VolumeN/A
Net Assets3.22B
DFSVX vs NDVAX Comparison Chart
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DFSVX vs. NDVAX commentary
Feb 23, 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 NDVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. NDVAX (3.22B). DFSVX pays higher dividends than NDVAX: DFSVX (1.44) vs NDVAX (0.92). DFSVX was incepted earlier than NDVAX: DFSVX (32 years) vs NDVAX (14 years). NDVAX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than NDVAX: DFSVX (0) vs NDVAX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. NDVAX (4.81). DFSVX return over 5 years is better than : 52.23 vs. NDVAX (13.94).
| DFSVX | NDVAX | DFSVX / NDVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -1.546 | -0.777 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 3.22B | 493% |
| Annual Yield % from dividends | 1.44 | 0.92 | 156% |
| Returns for 1 year | 9.32 | 4.81 | 194% |
| Returns for 3 years | 17.14 | -6.81 | -252% |
| Returns for 5 years | 52.23 | 13.94 | 375% |
| Returns for 10 years | 41.91 | 44.13 | 95% |
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