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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
MFS New Discovery Value B
Price$15.59
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.72B
DFSVX vs NDVBX Comparison Chart
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DFSVX vs. NDVBX commentary
Jun 06, 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: 14.8B vs. NDVBX (2.72B). DFSVX pays higher dividends than NDVBX: DFSVX (1.65) vs NDVBX (0.78). 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 : -0.92 vs. NDVBX (-3.56). DFSVX return over 5 years is better than : 66.28 vs. NDVBX (14.62).
| 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 | -7.414 | -6.583 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 2.72B | 545% |
| Annual Yield % from dividends | 1.65 | 0.78 | 212% |
| Returns for 1 year | -0.92 | -3.56 | 26% |
| Returns for 3 years | 7.11 | -12.63 | -56% |
| Returns for 5 years | 66.28 | 14.62 | 453% |
| Returns for 10 years | 31.37 | 21.26 | 148% |
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