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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
MFS New Discovery Value R2
Price$17.16
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets2.69B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Oct 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 Buy and NDVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. NDVSX (2.69B). DFSVX pays higher dividends than NDVSX: DFSVX (1.66) vs NDVSX (1.05). DFSVX was incepted earlier than NDVSX: DFSVX (33 years) vs NDVSX (14 years). NDVSX (1.47) is less costly to investors than DFSVX (0.31). NDVSX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.38 vs. NDVSX (-10.32). DFSVX return over 5 years is better than : 80.47 vs. NDVSX (30.35).
| DFSVX | NDVSX | DFSVX / NDVSX | |
| Total Expense Ratio | 0.31 | 1.46 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.47 | 21% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 2.475 | -3.936 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 2.69B | 591% |
| Annual Yield % from dividends | 1.66 | 1.05 | 159% |
| Returns for 1 year | 0.38 | -10.32 | -4% |
| Returns for 3 years | 28.43 | 7.20 | 395% |
| Returns for 5 years | 80.47 | 30.35 | 265% |
| Returns for 10 years | 55.60 | 40.87 | 136% |
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