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DFSVX vs NDVUX
DFSVX vs NDVUX Comparison
Open Charts DFSVX vs NDVUX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
MFS New Discovery Value R4
Price$16.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.8B
DFSVX vs NDVUX Comparison Chart
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DFSVX vs. NDVUX commentary
May 23, 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: 14.6B vs. NDVUX (2.8B). NDVUX pays higher dividends than DFSVX: NDVUX (1.95) vs DFSVX (1.75). 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 : -4.37 vs. NDVUX (-6.12). DFSVX return over 5 years is better than : 95.13 vs. NDVUX (42.69).
| 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 | -8.511 | -7.068 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 2.8B | 522% |
| Annual Yield % from dividends | 1.75 | 1.95 | 90% |
| Returns for 1 year | -4.37 | -6.12 | 71% |
| Returns for 3 years | 14.43 | -2.63 | -549% |
| Returns for 5 years | 95.13 | 42.69 | 223% |
| Returns for 10 years | 28.70 | 36.01 | 80% |
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