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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R2
Price$19.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVSX Comparison Chart
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DFSVX vs. NDVSX commentary
Nov 23, 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 NDVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. NDVSX (3.53B). 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 : 27.42 vs. NDVSX (22.87). DFSVX return over 5 years is better than : 61.43 vs. NDVSX (26.29).
| 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 | 16.319 | 15.277 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 3.53B | 495% |
| Annual Yield % from dividends | 1.44 | 0.71 | 202% |
| Returns for 1 year | 27.42 | 22.87 | 120% |
| Returns for 3 years | 10.57 | -7.47 | -141% |
| Returns for 5 years | 61.43 | 26.29 | 234% |
| Returns for 10 years | 48.14 | 56.55 | 85% |
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