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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
MFS New Discovery Value A
Price$16.12
Change+$0.26 (+1.64%)
VolumeN/A
Net Assets2.61B
DFSVX vs NDVAX Comparison Chart
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DFSVX vs. NDVAX commentary
Apr 25, 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 NDVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. NDVAX (2.62B). DFSVX (1.65) and NDVAX (1.62) have matching dividends . DFSVX was incepted earlier than NDVAX: DFSVX (32 years) vs NDVAX (14 years). NDVAX (1.20) is less costly to investors than DFSVX (0.31). NDVAX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). 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 : -5.06 vs. NDVAX (-8.51). DFSVX return over 5 years is better than : 101.19 vs. NDVAX (42.79).
| DFSVX | NDVAX | DFSVX / NDVAX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.20 | 26% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -12.795 | -11.938 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 2.62B | 532% |
| Annual Yield % from dividends | 1.65 | 1.62 | 102% |
| Returns for 1 year | -5.06 | -8.51 | 59% |
| Returns for 3 years | 3.93 | -15.00 | -26% |
| Returns for 5 years | 101.19 | 42.79 | 236% |
| Returns for 10 years | 23.87 | 24.84 | 96% |
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