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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$48.60
Change-$0.03 (-0.06%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value A
Price$18.01
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVAX Comparison Chart
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DFSVX vs. NDVAX commentary
Jan 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 Hold and NDVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B vs. NDVAX (3.32B). 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 : 12.72 vs. NDVAX (7.49). DFSVX return over 5 years is better than : 48.88 vs. NDVAX (13.01).
| 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 | 0.186 | 0.111 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 3.32B | 495% |
| Annual Yield % from dividends | 1.44 | 0.92 | 156% |
| Returns for 1 year | 12.72 | 7.49 | 170% |
| Returns for 3 years | 13.23 | -11.04 | -120% |
| Returns for 5 years | 48.88 | 13.01 | 376% |
| Returns for 10 years | 50.46 | 53.71 | 94% |
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