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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
MFS New Discovery Value I
Price$17.08
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets2.56B
DFSVX vs NDVIX Comparison Chart in %
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DFSVX vs. NDVIX commentary
Nov 20, 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: 15.7B vs. NDVIX (2.56B). DFSVX pays higher dividends than NDVIX: DFSVX (1.69) vs NDVIX (1.53). 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 : -3.00 vs. NDVIX (-13.40). DFSVX return over 5 years is better than : 61.32 vs. NDVIX (14.77).
| 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 | 1.159 | -6.089 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 2.56B | 612% |
| Annual Yield % from dividends | 1.69 | 1.53 | 110% |
| Returns for 1 year | -3.00 | -13.40 | 22% |
| Returns for 3 years | 17.38 | -1.64 | -1,060% |
| Returns for 5 years | 61.32 | 14.77 | 415% |
| Returns for 10 years | 53.46 | 41.67 | 128% |
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