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DFSVX vs NDVTX
DFSVX vs NDVTX Comparison
Open Charts DFSVX vs NDVTX
DFA US Small Cap Value I
Price$50.21
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.84B
MFS New Discovery Value R3
Price$18.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.4B
DFSVX vs NDVTX Comparison Chart
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DFSVX vs. NDVTX commentary
Jan 27, 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 StrongBuy and NDVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVTX (3.4B). DFSVX pays higher dividends than NDVTX: DFSVX (1.44) vs NDVTX (0.92). DFSVX was incepted earlier than NDVTX: DFSVX (32 years) vs NDVTX (14 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 : 14.77 vs. NDVTX (9.72). DFSVX return over 5 years is better than : 57.36 vs. NDVTX (19.33).
| DFSVX | NDVTX | DFSVX / NDVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 3.504 | 3.103 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 3.4B | 494% |
| Annual Yield % from dividends | 1.44 | 0.92 | 156% |
| Returns for 1 year | 14.77 | 9.72 | 152% |
| Returns for 3 years | 22.34 | -1.50 | -1,490% |
| Returns for 5 years | 57.36 | 19.33 | 297% |
| Returns for 10 years | 54.80 | 59.06 | 93% |
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