Ad is loading...
DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$50.24
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets16.82B
MFS New Discovery Value R2
Price$18.35
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.4B
DFSVX vs NDVSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NDVSX commentary
Jan 24, 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 NDVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVSX (3.4B). DFSVX pays higher dividends than NDVSX: DFSVX (1.44) vs NDVSX (0.71). DFSVX was incepted earlier than NDVSX: DFSVX (32 years) vs NDVSX (14 years). NDVSX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX (0) and NDVSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.36 vs. NDVSX (9.28). DFSVX return over 5 years is better than : 56.95 vs. NDVSX (17.44).
| DFSVX | NDVSX | DFSVX / NDVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 3.236 | 3.034 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 3.4B | 494% |
| Annual Yield % from dividends | 1.44 | 0.71 | 202% |
| Returns for 1 year | 15.36 | 9.28 | 165% |
| Returns for 3 years | 24.01 | -1.74 | -1,384% |
| Returns for 5 years | 56.95 | 17.44 | 327% |
| Returns for 10 years | 55.08 | 54.75 | 101% |
View a ticker or compare two or three
VS
VS
Ad is loading...