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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value I
Price$19.98
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVIX Comparison Chart
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DFSVX vs. NDVIX commentary
Nov 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 NDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. NDVIX (3.52B). DFSVX pays higher dividends than NDVIX: DFSVX (1.44) vs NDVIX (1.14). DFSVX was incepted earlier than NDVIX: DFSVX (32 years) vs NDVIX (13 years). NDVIX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX (0) and NDVIX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. NDVIX (22.29). DFSVX return over 5 years is better than : 56.90 vs. NDVIX (24.25).
| DFSVX | NDVIX | DFSVX / NDVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 14.541 | 13.341 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 3.52B | 495% |
| Annual Yield % from dividends | 1.44 | 1.14 | 127% |
| Returns for 1 year | 26.86 | 22.29 | 120% |
| Returns for 3 years | 7.13 | -10.56 | -68% |
| Returns for 5 years | 56.90 | 24.25 | 235% |
| Returns for 10 years | 48.27 | 60.79 | 79% |
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