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DFSVX vs NDVRX
DFSVX vs NDVRX Comparison
Open Charts DFSVX vs NDVRX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R1
Price$18.22
Change-$0.09 (-0.49%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVRX Comparison Chart
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DFSVX vs. NDVRX 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 NDVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. NDVRX (3.52B). DFSVX pays higher dividends than NDVRX: DFSVX (1.44) vs NDVRX (0.35). DFSVX was incepted earlier than NDVRX: DFSVX (32 years) vs NDVRX (13 years). NDVRX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX (0) and NDVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. NDVRX (20.62). DFSVX return over 5 years is better than : 56.90 vs. NDVRX (17.73).
| DFSVX | NDVRX | DFSVX / NDVRX | |
| 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 | 12.360 | 118% |
| 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 | 0.35 | 408% |
| Returns for 1 year | 26.86 | 20.62 | 130% |
| Returns for 3 years | 7.13 | -13.32 | -54% |
| Returns for 5 years | 56.90 | 17.73 | 321% |
| Returns for 10 years | 48.27 | 44.86 | 108% |
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