Ad is loading...
Ad is loading...
DFSVX vs NDVTX
DFSVX vs NDVTX Comparison
Open Charts DFSVX vs NDVTX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R3
Price$19.79
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NDVTX commentary
Nov 18, 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 NDVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. NDVTX (3.52B). DFSVX pays higher dividends than NDVTX: DFSVX (1.44) vs NDVTX (0.92). DFSVX was incepted earlier than NDVTX: DFSVX (32 years) vs NDVTX (13 years). NDVTX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX (0) and NDVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. NDVTX (21.99). DFSVX return over 5 years is better than : 56.90 vs. NDVTX (24.27).
| DFSVX | NDVTX | DFSVX / NDVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 14.541 | 13.156 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 3.52B | 495% |
| Annual Yield % from dividends | 1.44 | 0.92 | 156% |
| Returns for 1 year | 26.86 | 21.99 | 122% |
| Returns for 3 years | 7.13 | -10.06 | -71% |
| Returns for 5 years | 56.90 | 24.27 | 234% |
| Returns for 10 years | 48.27 | 60.02 | 80% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JGAQX | 41.85 | -0.04 | -0.10% |
| JPMorgan Value Advantage R2 | |||
| DMSZX | 10.29 | -0.02 | -0.19% |
| Destinations Multi Strategy Alts Z | |||
| TWQZX | 15.37 | -0.09 | -0.58% |
| Transamerica Large Cap Value I2 | |||
| SRUIX | 14.97 | -0.17 | -1.12% |
| Meeder Spectrum Institutional | |||
| FCAOX | 12.03 | -0.23 | -1.88% |
| Fidelity Advisor Climate Action M | |||