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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
MFS New Discovery Value B
Price$16.56
Change-$0.35 (-2.07%)
VolumeN/A
Net Assets3.22B
DFSVX vs NDVBX Comparison Chart
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DFSVX vs. NDVBX commentary
Feb 23, 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: 15.9B vs. NDVBX (3.22B). 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 : 9.32 vs. NDVBX (3.64). DFSVX return over 5 years is better than : 52.23 vs. NDVBX (8.56).
| 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 | -1.546 | -0.898 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 3.22B | 493% |
| Annual Yield % from dividends | 1.44 | 0.25 | 571% |
| Returns for 1 year | 9.32 | 3.64 | 256% |
| Returns for 3 years | 17.14 | -9.27 | -185% |
| Returns for 5 years | 52.23 | 8.56 | 610% |
| Returns for 10 years | 41.91 | 31.87 | 131% |
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