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DFSVX vs NDVIX
DFSVX vs NDVIX Comparison
Open Charts DFSVX vs NDVIX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
MFS New Discovery Value I
Price$18.64
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets3.37B
DFSVX vs NDVIX Comparison Chart
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DFSVX vs. NDVIX commentary
Jan 18, 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: 16.7B vs. NDVIX (3.37B). 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 : 17.38 vs. NDVIX (11.76). DFSVX return over 5 years is better than : 51.83 vs. NDVIX (16.04).
| 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 | 2.948 | 2.361 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 3.37B | 496% |
| Annual Yield % from dividends | 1.44 | 1.14 | 127% |
| Returns for 1 year | 17.38 | 11.76 | 148% |
| Returns for 3 years | 16.94 | -6.79 | -250% |
| Returns for 5 years | 51.83 | 16.04 | 323% |
| Returns for 10 years | 57.77 | 61.48 | 94% |
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