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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R2
Price$17.73
Change+$0.15 (+0.85%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVSX Comparison Chart
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DFSVX vs. NDVSX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. NDVSX (3.32B). 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 : 9.07 vs. NDVSX (3.69). DFSVX return over 5 years is better than : 46.34 vs. NDVSX (11.47).
| 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 | 8.855 | 3.634 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 3.32B | 491% |
| Annual Yield % from dividends | 1.44 | 0.71 | 202% |
| Returns for 1 year | 9.07 | 3.69 | 246% |
| Returns for 3 years | 18.23 | -6.08 | -300% |
| Returns for 5 years | 46.34 | 11.47 | 404% |
| Returns for 10 years | 45.16 | 45.15 | 100% |
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