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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$50.18
Change-$0.66 (-1.30%)
VolumeN/A
Net Assets16.53B
MFS New Discovery Value I
Price$17.98
Change-$0.19 (-1.05%)
VolumeN/A
Net Assets2.8B
DFSVX vs NDVIX Comparison Chart in %
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DFSVX vs. NDVIX commentary
Oct 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 Hold and NDVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. NDVIX (2.8B). DFSVX pays higher dividends than NDVIX: DFSVX (1.66) vs NDVIX (1.50). DFSVX was incepted earlier than NDVIX: DFSVX (33 years) vs NDVIX (14 years). NDVIX (0.97) is less costly to investors than DFSVX (0.31). NDVIX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVIX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 6.58 vs. NDVIX (-2.92). DFSVX return over 5 years is better than : 84.66 vs. NDVIX (36.44).
| DFSVX | NDVIX | DFSVX / NDVIX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.97 | 32% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 4.858 | -0.096 | -5,072% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 2.8B | 590% |
| Annual Yield % from dividends | 1.66 | 1.50 | 111% |
| Returns for 1 year | 6.58 | -2.92 | -225% |
| Returns for 3 years | 37.50 | 16.76 | 224% |
| Returns for 5 years | 84.66 | 36.44 | 232% |
| Returns for 10 years | 58.69 | 51.06 | 115% |
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