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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$41.99
Change-$0.15 (-0.36%)
VolumeN/A
Net Assets13.97B
MFS New Discovery Value B
Price$14.89
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.65B
DFSVX vs NDVBX Comparison Chart
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DFSVX vs. NDVBX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14B vs. NDVBX (2.65B). DFSVX pays higher dividends than NDVBX: DFSVX (1.65) vs NDVBX (0.77). DFSVX was incepted earlier than NDVBX: DFSVX (32 years) vs NDVBX (14 years). NDVBX (1.95) 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 : -4.92 vs. NDVBX (-7.56). DFSVX return over 5 years is better than : 100.47 vs. NDVBX (37.99).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -13.105 | -10.892 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 2.65B | 529% |
| Annual Yield % from dividends | 1.65 | 0.77 | 215% |
| Returns for 1 year | -4.92 | -7.56 | 65% |
| Returns for 3 years | 6.19 | -13.55 | -46% |
| Returns for 5 years | 100.47 | 37.99 | 264% |
| Returns for 10 years | 22.30 | 14.97 | 149% |
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