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DFFVX vs NDVAX
DFFVX vs NDVAX Comparison
Open Charts DFFVX vs NDVAX
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
MFS New Discovery Value A
Price$16.12
Change+$0.26 (+1.64%)
VolumeN/A
Net Assets2.61B
DFFVX vs NDVAX Comparison Chart
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DFFVX vs. NDVAX commentary
Apr 25, 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: 11.7B vs. NDVAX (2.62B). 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 : -3.09 vs. NDVAX (-8.51). DFFVX return over 5 years is better than : 114.69 vs. NDVAX (42.79).
| 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 | -11.280 | -11.938 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 2.62B | 447% |
| Annual Yield % from dividends | 1.63 | 1.62 | 101% |
| Returns for 1 year | -3.09 | -8.51 | 36% |
| Returns for 3 years | 7.89 | -15.00 | -53% |
| Returns for 5 years | 114.69 | 42.79 | 268% |
| Returns for 10 years | 39.79 | 24.84 | 160% |
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