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DFSVX vs NDVUX
DFSVX vs NDVUX Comparison
Open Charts DFSVX vs NDVUX
DFA US Small Cap Value I
Price$46.03
Change-$0.81 (-1.73%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R4
Price$18.54
Change-$0.27 (-1.44%)
VolumeN/A
CapitalizationN/A
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DFSVX vs NDVUX Comparison Chart
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DFSVX vs. NDVUX commentary
Sep 08, 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 StrongSell and NDVUX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.6B vs. NDVUX (3.36B). DFSVX pays higher dividends than NDVUX: DFSVX (1.44) vs NDVUX (1.13). DFSVX was incepted earlier than NDVUX: DFSVX (32 years) vs NDVUX (13 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 : 15.15 vs. NDVUX (11.10). DFSVX return over 5 years is better than : 57.18 vs. NDVUX (28.23).
| DFSVX | NDVUX | DFSVX / NDVUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 5.021 | 6.524 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 3.36B | 464% |
| Annual Yield % from dividends | 1.44 | 1.13 | 127% |
| Returns for 1 year | 15.15 | 11.10 | 136% |
| Returns for 3 years | 7.53 | -8.32 | -91% |
| Returns for 5 years | 57.18 | 28.23 | 203% |
| Returns for 10 years | 33.02 | 53.45 | 62% |
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