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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
MFS New Discovery Value R2
Price$16.65
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets2.55B
DFSVX vs NDVSX Comparison Chart in %
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DFSVX vs. NDVSX commentary
Nov 20, 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: 15.7B vs. NDVSX (2.55B). DFSVX pays higher dividends than NDVSX: DFSVX (1.69) vs NDVSX (1.07). 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 : -3.00 vs. NDVSX (-13.97). DFSVX return over 5 years is better than : 61.32 vs. NDVSX (12.74).
| 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 | 1.159 | -6.409 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 2.55B | 616% |
| Annual Yield % from dividends | 1.69 | 1.07 | 158% |
| Returns for 1 year | -3.00 | -13.97 | 21% |
| Returns for 3 years | 17.38 | -2.29 | -758% |
| Returns for 5 years | 61.32 | 12.74 | 481% |
| Returns for 10 years | 53.46 | 36.92 | 145% |
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