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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value I
Price$18.06
Change-$0.71 (-3.78%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVIX Comparison Chart
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DFSVX vs. NDVIX commentary
Dec 19, 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 StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. NDVIX (3.44B). DFSVX pays higher dividends than NDVIX: DFSVX (1.44) vs NDVIX (1.14). DFSVX was incepted earlier than NDVIX: DFSVX (32 years) vs NDVIX (14 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 : 15.68 vs. NDVIX (9.25). DFSVX return over 5 years is better than : 52.30 vs. NDVIX (17.83).
| DFSVX | NDVIX | DFSVX / NDVIX | |
| 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 | 7.896 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 3.44B | 491% |
| Annual Yield % from dividends | 1.44 | 1.14 | 127% |
| Returns for 1 year | 15.68 | 9.25 | 169% |
| Returns for 3 years | 24.57 | -1.60 | -1,532% |
| Returns for 5 years | 52.30 | 17.83 | 293% |
| Returns for 10 years | 52.91 | 57.46 | 92% |
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