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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$50.84
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.54B
MFS New Discovery Value B
Price$16.52
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.8B
DFSVX vs NDVBX Comparison Chart in %
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DFSVX vs. NDVBX commentary
Oct 07, 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 NDVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. NDVBX (2.8B). DFSVX pays higher dividends than NDVBX: DFSVX (1.66) vs NDVBX (0.54). 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 : 7.37 vs. NDVBX (-5.28). DFSVX return over 5 years is better than : 90.26 vs. NDVBX (29.98).
| 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 | 6.279 | -1.197 | -525% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 2.8B | 589% |
| Annual Yield % from dividends | 1.66 | 0.54 | 310% |
| Returns for 1 year | 7.37 | -5.28 | -140% |
| Returns for 3 years | 39.36 | 12.67 | 311% |
| Returns for 5 years | 90.26 | 29.98 | 301% |
| Returns for 10 years | 60.84 | 34.64 | 176% |
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