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DFSVX vs NDVAX
DFSVX vs NDVAX Comparison
Open Charts DFSVX vs NDVAX
DFA US Small Cap Value I
Price$49.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value A
Price$19.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs NDVAX Comparison Chart
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DFSVX vs. NDVAX commentary
Sep 20, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. NDVAX (3.46B). 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 : 19.84 vs. NDVAX (14.24). DFSVX return over 5 years is better than : 53.86 vs. NDVAX (23.45).
| 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 | 7.846 | 8.337 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 3.46B | 471% |
| Annual Yield % from dividends | 1.44 | 0.92 | 156% |
| Returns for 1 year | 19.84 | 14.24 | 139% |
| Returns for 3 years | 13.38 | -5.63 | -238% |
| Returns for 5 years | 53.86 | 23.45 | 230% |
| Returns for 10 years | 39.64 | 52.14 | 76% |
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