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DFFVX vs NDVBX
DFFVX vs NDVBX Comparison
Open Charts DFFVX vs NDVBX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
MFS New Discovery Value B
Price$14.81
Change-$1.18 (-7.38%)
VolumeN/A
Net Assets3.07B
DFFVX vs NDVBX Comparison Chart
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DFFVX vs. NDVBX 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 Hold and NDVBX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. NDVBX (3.07B). DFFVX pays higher dividends than NDVBX: DFFVX (1.63) vs NDVBX (0.77). 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 : 0.60 vs. NDVBX (-2.47). DFFVX return over 5 years is better than : 165.27 vs. NDVBX (69.20).
| 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 | -5.436 | -4.309 | 126% |
| Front Load | N/A | N/A | - |
| 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 | 0.77 | 212% |
| Returns for 1 year | 0.60 | -2.47 | -24% |
| Returns for 3 years | 11.44 | -13.10 | -87% |
| Returns for 5 years | 165.27 | 69.20 | 239% |
| Returns for 10 years | 48.10 | 24.31 | 198% |
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