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DFSVX vs NDVTX
DFSVX vs NDVTX Comparison
Open Charts DFSVX vs NDVTX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R3
Price$19.05
Change-$0.19 (-0.99%)
VolumeN/A
CapitalizationN/A
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DFSVX vs NDVTX Comparison Chart
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DFSVX vs. NDVTX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B 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 : 19.84 vs. NDVTX (14.30). DFSVX return over 5 years is better than : 53.86 vs. NDVTX (25.01).
| 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 | 7.846 | 8.410 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 3.52B | 475% |
| Annual Yield % from dividends | 1.44 | 0.92 | 156% |
| Returns for 1 year | 19.84 | 14.30 | 139% |
| Returns for 3 years | 13.38 | -4.42 | -303% |
| Returns for 5 years | 53.86 | 25.01 | 215% |
| Returns for 10 years | 39.64 | 54.85 | 72% |
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