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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
MFS New Discovery Value R2
Price$17.65
Change-$0.38 (-2.11%)
VolumeN/A
Net Assets3.22B
DFSVX vs NDVSX Comparison Chart
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DFSVX vs. NDVSX commentary
Feb 23, 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: 15.9B vs. NDVSX (3.22B). 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 : 9.32 vs. NDVSX (4.43). DFSVX return over 5 years is better than : 52.23 vs. NDVSX (13.51).
| 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 | -1.546 | -0.843 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 3.22B | 493% |
| Annual Yield % from dividends | 1.44 | 0.71 | 202% |
| Returns for 1 year | 9.32 | 4.43 | 210% |
| Returns for 3 years | 17.14 | -6.60 | -260% |
| Returns for 5 years | 52.23 | 13.51 | 387% |
| Returns for 10 years | 41.91 | 42.38 | 99% |
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