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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets15.04B
MFS New Discovery Value A
Price$16.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.8B
DFSVX vs NDVAX Comparison Chart
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DFSVX vs. NDVAX commentary
May 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 Buy and NDVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. NDVAX (2.8B). DFSVX (1.75) and NDVAX (1.70) 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 : -4.37 vs. NDVAX (-6.42). DFSVX return over 5 years is better than : 95.13 vs. NDVAX (38.81).
| 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 | -8.511 | -7.163 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 2.8B | 537% |
| Annual Yield % from dividends | 1.75 | 1.70 | 103% |
| Returns for 1 year | -4.37 | -6.42 | 68% |
| Returns for 3 years | 14.43 | -4.67 | -309% |
| Returns for 5 years | 95.13 | 38.81 | 245% |
| Returns for 10 years | 28.70 | 29.95 | 96% |
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