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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value A
Price$19.74
Change-$0.10 (-0.50%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVAX Comparison Chart
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DFSVX vs. NDVAX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. NDVAX (3.52B). DFSVX pays higher dividends than NDVAX: DFSVX (1.44) vs NDVAX (0.92). DFSVX was incepted earlier than NDVAX: DFSVX (32 years) vs NDVAX (13 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 : 26.86 vs. NDVAX (21.95). DFSVX return over 5 years is better than : 56.90 vs. NDVAX (22.78).
| DFSVX | NDVAX | DFSVX / NDVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 14.541 | 13.092 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 3.52B | 495% |
| Annual Yield % from dividends | 1.44 | 0.92 | 156% |
| Returns for 1 year | 26.86 | 21.95 | 122% |
| Returns for 3 years | 7.13 | -11.17 | -64% |
| Returns for 5 years | 56.90 | 22.78 | 250% |
| Returns for 10 years | 48.27 | 57.23 | 84% |
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