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DFSVX vs NDVSX
DFSVX vs NDVSX Comparison
Open Charts DFSVX vs NDVSX
DFA US Small Cap Value I
Price$51.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R2
Price$19.79
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVSX Comparison Chart
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DFSVX vs. NDVSX commentary
Nov 14, 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: 17.8B vs. NDVSX (3.61B). DFSVX pays higher dividends than NDVSX: DFSVX (1.44) vs NDVSX (0.71). DFSVX was incepted earlier than NDVSX: DFSVX (32 years) vs NDVSX (13 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 : 27.22 vs. NDVSX (22.80). DFSVX return over 5 years is better than : 59.09 vs. NDVSX (24.31).
| DFSVX | NDVSX | DFSVX / NDVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 16.139 | 14.582 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 3.61B | 494% |
| Annual Yield % from dividends | 1.44 | 0.71 | 202% |
| Returns for 1 year | 27.22 | 22.80 | 119% |
| Returns for 3 years | 8.63 | -9.43 | -91% |
| Returns for 5 years | 59.09 | 24.31 | 243% |
| Returns for 10 years | 49.88 | 57.65 | 87% |
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