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DFSVX vs NDVTX
DFSVX vs NDVTX Comparison
Open Charts DFSVX vs NDVTX
DFA US Small Cap Value I
Price$48.33
Change+$0.14 (+0.29%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R3
Price$18.01
Change+$0.03 (+0.17%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVTX Comparison Chart
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DFSVX vs. NDVTX commentary
Dec 24, 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 Hold and NDVTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. NDVTX (3.32B). 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 : 8.81 vs. NDVTX (3.89). DFSVX return over 5 years is better than : 46.64 vs. NDVTX (13.60).
| 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 | 9.171 | 4.189 | 219% |
| 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 | 0.92 | 156% |
| Returns for 1 year | 8.81 | 3.89 | 226% |
| Returns for 3 years | 16.52 | -6.72 | -246% |
| Returns for 5 years | 46.64 | 13.60 | 343% |
| Returns for 10 years | 44.42 | 48.79 | 91% |
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