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DFSVX vs NDVRX
DFSVX vs NDVRX Comparison
Open Charts DFSVX vs NDVRX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R1
Price$16.51
Change-$0.65 (-3.79%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVRX Comparison Chart
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DFSVX vs. NDVRX 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 NDVRX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. NDVRX (3.44B). DFSVX pays higher dividends than NDVRX: DFSVX (1.44) vs NDVRX (0.35). DFSVX was incepted earlier than NDVRX: DFSVX (32 years) vs NDVRX (14 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 : 15.68 vs. NDVRX (7.75). DFSVX return over 5 years is better than : 52.30 vs. NDVRX (11.34).
| DFSVX | NDVRX | DFSVX / NDVRX | |
| 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 | 6.491 | 205% |
| 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 | 0.35 | 408% |
| Returns for 1 year | 15.68 | 7.75 | 202% |
| Returns for 3 years | 24.57 | -4.42 | -556% |
| Returns for 5 years | 52.30 | 11.34 | 461% |
| Returns for 10 years | 52.91 | 41.50 | 128% |
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