Ad is loading...
DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
MFS New Discovery Value A
Price$15.99
Change-$1.27 (-7.36%)
VolumeN/A
Net Assets3.07B
DFSVX vs NDVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NDVAX commentary
Apr 04, 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 StrongBuy and NDVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. NDVAX (3.07B). 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 : -0.75 vs. NDVAX (-1.45). DFSVX return over 5 years is better than : 148.44 vs. NDVAX (77.51).
| 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 | -6.586 | -4.164 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 3.07B | 489% |
| Annual Yield % from dividends | 1.65 | 1.62 | 102% |
| Returns for 1 year | -0.75 | -1.45 | 52% |
| Returns for 3 years | 7.99 | -10.81 | -74% |
| Returns for 5 years | 148.44 | 77.51 | 192% |
| Returns for 10 years | 31.44 | 35.76 | 88% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USSG | 48.87 | -2.03 | -3.99% |
| Xtrackers MSCI USA Selection Eq ETF | |||
| ICAP | 23.89 | -1.28 | -5.09% |
| Infrastructure Capital Equity Income ETF | |||
| GVLU | 22.01 | -1.41 | -6.02% |
| Gotham 1000 Value ETF | |||
| PRFZ | 35.89 | -2.57 | -6.68% |
| Invesco RAFI US 1500 Small-Mid ETF | |||
| ESIX | 27.02 | -1.98 | -6.83% |
| SPDR S&P SmallCap 600 ESG ETF | |||