Ad is loading...
DFSVX vs NDVVX
DFSVX vs NDVVX Comparison
Open Charts DFSVX vs NDVVX
DFA US Small Cap Value I
Price$50.24
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets16.82B
MFS New Discovery Value R6
Price$18.85
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets3.4B
DFSVX vs NDVVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NDVVX commentary
Jan 24, 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 NDVVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVVX (3.4B). DFSVX pays higher dividends than NDVVX: DFSVX (1.44) vs NDVVX (1.22). DFSVX was incepted earlier than NDVVX: DFSVX (32 years) vs NDVVX (13 years). NDVVX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX (0) and NDVVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.36 vs. NDVVX (10.01). DFSVX return over 5 years is better than : 56.95 vs. NDVVX (19.86).
| DFSVX | NDVVX | DFSVX / NDVVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 3.236 | 3.009 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 3.4B | 494% |
| Annual Yield % from dividends | 1.44 | 1.22 | 118% |
| Returns for 1 year | 15.36 | 10.01 | 153% |
| Returns for 3 years | 24.01 | -1.05 | -2,278% |
| Returns for 5 years | 56.95 | 19.86 | 287% |
| Returns for 10 years | 55.08 | 61.50 | 90% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers