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DFSVX vs NDVUX
DFSVX vs NDVUX Comparison
Open Charts DFSVX vs NDVUX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
MFS New Discovery Value R4
Price$17.19
Change-$0.32 (-1.83%)
VolumeN/A
Net Assets2.72B
DFSVX vs NDVUX Comparison Chart
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DFSVX vs. NDVUX commentary
Jun 16, 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 Buy and NDVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. NDVUX (2.72B). NDVUX pays higher dividends than DFSVX: NDVUX (1.87) vs DFSVX (1.65). DFSVX was incepted earlier than NDVUX: DFSVX (32 years) vs NDVUX (14 years). NDVUX (0.95) is less costly to investors than DFSVX (0.31). NDVUX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVUX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. NDVUX (-0.74). DFSVX return over 5 years is better than : 86.94 vs. NDVUX (36.27).
| DFSVX | NDVUX | DFSVX / NDVUX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -6.462 | -5.808 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 2.72B | 547% |
| Annual Yield % from dividends | 1.65 | 1.87 | 88% |
| Returns for 1 year | 1.83 | -0.74 | -247% |
| Returns for 3 years | 19.38 | 1.76 | 1,098% |
| Returns for 5 years | 86.94 | 36.27 | 240% |
| Returns for 10 years | 30.89 | 37.35 | 83% |
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