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DFFVX vs NDVBX
DFFVX vs NDVBX Comparison
Open Charts DFFVX vs NDVBX
DFA US Targeted Value I
Price$32.21
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets12.51B
MFS New Discovery Value B
Price$15.59
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.72B
DFFVX vs NDVBX Comparison Chart
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DFFVX vs. NDVBX commentary
Jun 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 NDVBX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. NDVBX (2.72B). DFFVX pays higher dividends than NDVBX: DFFVX (1.62) vs NDVBX (0.78). DFFVX was incepted earlier than NDVBX: DFFVX (25 years) vs NDVBX (14 years). NDVBX (1.95) is less costly to investors than DFFVX (0.30). NDVBX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than NDVBX: DFFVX (0) vs NDVBX (1000). DFFVX annual gain was more profitable for investors over the last year : 1.22 vs. NDVBX (-3.56). DFFVX return over 5 years is better than : 77.00 vs. NDVBX (14.62).
| DFFVX | NDVBX | DFFVX / NDVBX | |
| Total Expense Ratio | 0.29 | 1.94 | 15% |
| Annual Report Gross Expense Ratio | 0.30 | 1.95 | 15% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -5.874 | -6.583 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 2.72B | 460% |
| Annual Yield % from dividends | 1.62 | 0.78 | 208% |
| Returns for 1 year | 1.22 | -3.56 | -34% |
| Returns for 3 years | 11.44 | -12.63 | -91% |
| Returns for 5 years | 77.00 | 14.62 | 527% |
| Returns for 10 years | 47.90 | 21.26 | 225% |
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