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DFSVX vs NDVUX
DFSVX vs NDVUX Comparison
Open Charts DFSVX vs NDVUX
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R4
Price$18.81
Change-$0.25 (-1.31%)
VolumeN/A
CapitalizationN/A
DFSVX vs NDVUX Comparison Chart
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DFSVX vs. NDVUX commentary
Dec 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 NDVUX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. NDVUX (3.49B). DFSVX pays higher dividends than NDVUX: DFSVX (1.44) vs NDVUX (1.13). DFSVX was incepted earlier than NDVUX: DFSVX (32 years) vs NDVUX (14 years). NDVUX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX (0) and NDVUX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. NDVUX (9.23). DFSVX return over 5 years is better than : 52.30 vs. NDVUX (19.50).
| DFSVX | NDVUX | DFSVX / NDVUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 13.283 | 7.940 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 3.49B | 493% |
| Annual Yield % from dividends | 1.44 | 1.13 | 127% |
| Returns for 1 year | 15.68 | 9.23 | 170% |
| Returns for 3 years | 24.57 | -0.18 | -13,920% |
| Returns for 5 years | 52.30 | 19.50 | 268% |
| Returns for 10 years | 52.91 | 61.08 | 87% |
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