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DFSVX vs NDVUX
DFSVX vs NDVUX Comparison
Open Charts DFSVX vs NDVUX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.85B
MFS New Discovery Value R4
Price$18.40
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets2.88B
DFSVX vs NDVUX Comparison Chart in %
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DFSVX vs. NDVUX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVUX (2.88B). DFSVX (1.52) and NDVUX (1.48) have matching dividends . DFSVX was incepted earlier than NDVUX: DFSVX (33 years) vs NDVUX (14 years). NDVUX (0.97) 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 : 13.14 vs. NDVUX (0.81). DFSVX return over 5 years is better than : 97.58 vs. NDVUX (44.40).
| DFSVX | NDVUX | DFSVX / NDVUX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.97 | 32% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 6.557 | 1.065 | 616% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 2.88B | 584% |
| Annual Yield % from dividends | 1.52 | 1.48 | 102% |
| Returns for 1 year | 13.14 | 0.81 | 1,631% |
| Returns for 3 years | 30.06 | 7.31 | 411% |
| Returns for 5 years | 97.58 | 44.40 | 220% |
| Returns for 10 years | 66.51 | 59.08 | 113% |
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