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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
MFS New Discovery Value A
Price$16.95
Change-$0.31 (-1.80%)
VolumeN/A
Net Assets2.72B
DFSVX vs NDVAX Comparison Chart
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DFSVX vs. NDVAX commentary
Jun 15, 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: 14.9B vs. NDVAX (2.72B). DFSVX (1.65) and NDVAX (1.63) 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 : 1.83 vs. NDVAX (-1.04). DFSVX return over 5 years is better than : 86.94 vs. NDVAX (32.62).
| 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 | -6.462 | -5.886 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 2.72B | 547% |
| Annual Yield % from dividends | 1.65 | 1.63 | 101% |
| Returns for 1 year | 1.83 | -1.04 | -175% |
| Returns for 3 years | 19.38 | -0.37 | -5,228% |
| Returns for 5 years | 86.94 | 32.62 | 267% |
| Returns for 10 years | 30.89 | 31.25 | 99% |
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