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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
MFS New Discovery Value B
Price$15.54
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets2.55B
DFSVX vs NDVBX Comparison Chart in %
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DFSVX vs. NDVBX commentary
Nov 20, 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: 15.7B vs. NDVBX (2.55B). DFSVX pays higher dividends than NDVBX: DFSVX (1.69) vs NDVBX (0.55). DFSVX was incepted earlier than NDVBX: DFSVX (33 years) vs NDVBX (14 years). NDVBX (1.97) is less costly to investors than DFSVX (0.31). NDVBX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). 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 : -3.14 vs. NDVBX (-14.83). DFSVX return over 5 years is better than : 60.60 vs. NDVBX (7.72).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 1.243 | -7.002 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 2.55B | 616% |
| Annual Yield % from dividends | 1.69 | 0.55 | 309% |
| Returns for 1 year | -3.14 | -14.83 | 21% |
| Returns for 3 years | 17.48 | -4.88 | -358% |
| Returns for 5 years | 60.60 | 7.72 | 785% |
| Returns for 10 years | 53.59 | 26.53 | 202% |
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