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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.5B
MFS New Discovery Value B
Price$15.56
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.71B
DFSVX vs NDVBX Comparison Chart in %
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DFSVX vs. NDVBX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. NDVBX (2.71B). DFSVX pays higher dividends than NDVBX: DFSVX (1.64) vs NDVBX (0.56). DFSVX was incepted earlier than NDVBX: DFSVX (32 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 : 6.11 vs. NDVBX (-4.41). DFSVX return over 5 years is better than : 77.41 vs. NDVBX (21.85).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -2.364 | -6.942 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 2.71B | 573% |
| Annual Yield % from dividends | 1.64 | 0.56 | 293% |
| Returns for 1 year | 6.11 | -4.41 | -139% |
| Returns for 3 years | 17.54 | -6.01 | -292% |
| Returns for 5 years | 77.41 | 21.85 | 354% |
| Returns for 10 years | 43.95 | 23.06 | 191% |
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