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DFSVX vs NDVVX
DFSVX vs NDVVX Comparison
Open Charts DFSVX vs NDVVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R6
Price$19.31
Change-$0.19 (-0.97%)
VolumeN/A
CapitalizationN/A
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DFSVX vs NDVVX Comparison Chart
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DFSVX vs. NDVVX commentary
Sep 21, 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 Buy and NDVVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. NDVVX (3.52B). DFSVX pays higher dividends than NDVVX: DFSVX (1.44) vs NDVVX (1.22). DFSVX was incepted earlier than NDVVX: DFSVX (32 years) vs NDVVX (12 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 : 19.84 vs. NDVVX (14.71). DFSVX return over 5 years is better than : 53.86 vs. NDVVX (25.56).
| DFSVX | NDVVX | DFSVX / NDVVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 7.846 | 8.619 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 3.52B | 475% |
| Annual Yield % from dividends | 1.44 | 1.22 | 118% |
| Returns for 1 year | 19.84 | 14.71 | 135% |
| Returns for 3 years | 13.38 | -4.69 | -286% |
| Returns for 5 years | 53.86 | 25.56 | 211% |
| Returns for 10 years | 39.64 | 56.90 | 70% |
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