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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$51.85
Change-$0.68 (-1.29%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value B
Price$18.65
Change-$0.17 (-0.90%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVBX Comparison Chart
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DFSVX vs. NDVBX commentary
Nov 13, 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 NDVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18B vs. NDVBX (3.64B). DFSVX pays higher dividends than NDVBX: DFSVX (1.44) vs NDVBX (0.25). DFSVX was incepted earlier than NDVBX: DFSVX (32 years) vs NDVBX (13 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 : 33.78 vs. NDVBX (28.23). DFSVX return over 5 years is better than : 60.38 vs. NDVBX (20.01).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 16.702 | 14.631 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 3.64B | 494% |
| Annual Yield % from dividends | 1.44 | 0.25 | 571% |
| Returns for 1 year | 33.78 | 28.23 | 120% |
| Returns for 3 years | 9.15 | -11.79 | -78% |
| Returns for 5 years | 60.38 | 20.01 | 302% |
| Returns for 10 years | 50.61 | 46.95 | 108% |
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