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DFFVX vs NDVAX
DFFVX vs NDVAX Comparison
Open Charts DFFVX vs NDVAX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
MFS New Discovery Value A
Price$17.93
Change+$0.11 (+0.62%)
VolumeN/A
Net Assets2.85B
DFFVX vs NDVAX Comparison Chart in %
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DFFVX vs. NDVAX commentary
Jul 06, 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 DFFVX is a Buy and NDVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. NDVAX (2.85B). DFFVX (1.63) and NDVAX (1.59) have matching dividends . DFFVX was incepted earlier than NDVAX: DFFVX (25 years) vs NDVAX (14 years). NDVAX (1.20) is less costly to investors than DFFVX (0.30). NDVAX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than NDVAX: DFFVX (0) vs NDVAX (1000). DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. NDVAX (4.32). DFFVX return over 5 years is better than : 116.56 vs. NDVAX (42.23).
| DFFVX | NDVAX | DFFVX / NDVAX | |
| Total Expense Ratio | 0.29 | 1.19 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.20 | 25% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 2.331 | -0.444 | -525% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 2.85B | 470% |
| Annual Yield % from dividends | 1.63 | 1.59 | 103% |
| Returns for 1 year | 11.79 | 4.32 | 273% |
| Returns for 3 years | 37.51 | 4.85 | 774% |
| Returns for 5 years | 116.56 | 42.23 | 276% |
| Returns for 10 years | 62.84 | 41.45 | 152% |
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