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DFSVX vs NDVUX
DFSVX vs NDVUX Comparison
Open Charts DFSVX vs NDVUX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
MFS New Discovery Value R4
Price$18.68
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets3.38B
DFSVX vs NDVUX Comparison Chart
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DFSVX vs. NDVUX commentary
Jan 19, 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 Hold and NDVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVUX (3.38B). 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 : 17.38 vs. NDVUX (11.80). DFSVX return over 5 years is better than : 51.83 vs. NDVUX (17.75).
| 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 | 2.948 | 2.356 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 3.38B | 497% |
| Annual Yield % from dividends | 1.44 | 1.13 | 127% |
| Returns for 1 year | 17.38 | 11.80 | 147% |
| Returns for 3 years | 16.94 | -5.43 | -312% |
| Returns for 5 years | 51.83 | 17.75 | 292% |
| Returns for 10 years | 57.77 | 65.19 | 89% |
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