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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
MFS New Discovery Value B
Price$17.10
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets3.37B
DFSVX vs NDVBX Comparison Chart
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DFSVX vs. NDVBX commentary
Jan 19, 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 Hold and NDVBX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVBX (3.37B). DFSVX pays higher dividends than NDVBX: DFSVX (1.44) vs NDVBX (0.25). DFSVX was incepted earlier than NDVBX: DFSVX (32 years) vs NDVBX (14 years). NDVBX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than NDVBX: DFSVX (0) vs NDVBX (1000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. NDVBX (10.24). DFSVX return over 5 years is better than : 51.83 vs. NDVBX (9.20).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 2.948 | 2.334 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 3.37B | 499% |
| Annual Yield % from dividends | 1.44 | 0.25 | 571% |
| Returns for 1 year | 17.38 | 10.24 | 170% |
| Returns for 3 years | 16.94 | -9.84 | -172% |
| Returns for 5 years | 51.83 | 9.20 | 563% |
| Returns for 10 years | 57.77 | 44.44 | 130% |
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