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DFFVX vs NDVAX
DFFVX vs NDVAX Comparison
Open Charts DFFVX vs NDVAX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
MFS New Discovery Value A
Price$15.99
Change-$1.27 (-7.36%)
VolumeN/A
Net Assets3.07B
DFFVX vs NDVAX Comparison Chart
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DFFVX vs. NDVAX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. NDVAX (3.07B). DFFVX (1.63) and NDVAX (1.62) 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 : 0.60 vs. NDVAX (-1.45). DFFVX return over 5 years is better than : 165.27 vs. NDVAX (77.51).
| 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 | -5.436 | -4.164 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 3.07B | 411% |
| Annual Yield % from dividends | 1.63 | 1.62 | 101% |
| Returns for 1 year | 0.60 | -1.45 | -42% |
| Returns for 3 years | 11.44 | -10.81 | -106% |
| Returns for 5 years | 165.27 | 77.51 | 213% |
| Returns for 10 years | 48.10 | 35.76 | 135% |
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