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DFSVX vs NDVVX
DFSVX vs NDVVX Comparison
Open Charts DFSVX vs NDVVX
DFA US Small Cap Value I
Price$50.95
Change-$0.08 (-0.16%)
VolumeN/A
Net Assets16.62B
MFS New Discovery Value R6
Price$18.35
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets2.86B
DFSVX vs NDVVX Comparison Chart in %
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DFSVX vs. NDVVX commentary
Sep 01, 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 NDVVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. NDVVX (2.86B). NDVVX (1.58) and DFSVX (1.52) have matching dividends . DFSVX was incepted earlier than NDVVX: DFSVX (33 years) vs NDVVX (13 years). NDVVX (0.87) is less costly to investors than DFSVX (0.31). NDVVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX (0) and NDVVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 6.79 vs. NDVVX (-3.39). DFSVX return over 5 years is better than : 89.95 vs. NDVVX (38.31).
| DFSVX | NDVVX | DFSVX / NDVVX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.87 | 36% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 5.954 | 0.537 | 1,110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 2.86B | 581% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 6.79 | -3.39 | -200% |
| Returns for 3 years | 29.39 | 7.83 | 375% |
| Returns for 5 years | 89.95 | 38.31 | 235% |
| Returns for 10 years | 68.05 | 59.16 | 115% |
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