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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
MFS New Discovery Value I
Price$17.06
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.72B
DFSVX vs NDVIX Comparison Chart
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DFSVX vs. NDVIX 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 NDVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. NDVIX (2.72B). NDVIX pays higher dividends than DFSVX: NDVIX (1.87) vs DFSVX (1.65). DFSVX was incepted earlier than NDVIX: DFSVX (32 years) vs NDVIX (14 years). NDVIX (0.95) 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 : -0.92 vs. NDVIX (-2.26). DFSVX return over 5 years is better than : 66.28 vs. NDVIX (21.84).
| DFSVX | NDVIX | DFSVX / NDVIX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -7.414 | -6.205 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 2.72B | 545% |
| Annual Yield % from dividends | 1.65 | 1.87 | 88% |
| Returns for 1 year | -0.92 | -2.26 | 41% |
| Returns for 3 years | 7.11 | -9.64 | -74% |
| Returns for 5 years | 66.28 | 21.84 | 303% |
| Returns for 10 years | 31.37 | 35.47 | 88% |
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