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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
MFS New Discovery Value A
Price$18.11
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets2.87B
DFSVX vs NDVAX Comparison Chart in %
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DFSVX vs. NDVAX commentary
Sep 06, 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: 16.8B vs. NDVAX (2.87B). DFSVX pays higher dividends than NDVAX: DFSVX (1.52) vs NDVAX (1.26). DFSVX was incepted earlier than NDVAX: DFSVX (33 years) vs NDVAX (14 years). NDVAX (1.22) 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 : 11.40 vs. NDVAX (-1.22). DFSVX return over 5 years is better than : 94.21 vs. NDVAX (37.65).
| DFSVX | NDVAX | DFSVX / NDVAX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 6.765 | 0.643 | 1,052% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 2.87B | 585% |
| Annual Yield % from dividends | 1.52 | 1.26 | 121% |
| Returns for 1 year | 11.40 | -1.22 | -934% |
| Returns for 3 years | 35.36 | 10.22 | 346% |
| Returns for 5 years | 94.21 | 37.65 | 250% |
| Returns for 10 years | 64.86 | 50.72 | 128% |
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