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DFSVX vs NDVBX
DFSVX vs NDVBX Comparison
Open Charts DFSVX vs NDVBX
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value B
Price$17.23
Change-$0.24 (-1.37%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVBX Comparison Chart
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DFSVX vs. NDVBX commentary
Dec 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. NDVBX (3.49B). DFSVX pays higher dividends than NDVBX: DFSVX (1.44) vs NDVBX (0.25). DFSVX was incepted earlier than NDVBX: DFSVX (32 years) vs NDVBX (14 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 : 15.68 vs. NDVBX (7.70). DFSVX return over 5 years is better than : 52.30 vs. NDVBX (10.87).
| DFSVX | NDVBX | DFSVX / NDVBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 13.283 | 6.444 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 3.49B | 493% |
| Annual Yield % from dividends | 1.44 | 0.25 | 571% |
| Returns for 1 year | 15.68 | 7.70 | 204% |
| Returns for 3 years | 24.57 | -4.83 | -509% |
| Returns for 5 years | 52.30 | 10.87 | 481% |
| Returns for 10 years | 52.91 | 40.85 | 130% |
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