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DFFVX vs NDVBX
DFFVX vs NDVBX Comparison
Open Charts DFFVX vs NDVBX
DFA US Targeted Value I
Price$34.73
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets13.33B
MFS New Discovery Value B
Price$16.49
Change-$0.14 (-0.84%)
VolumeN/A
Net Assets2.82B
DFFVX vs NDVBX Comparison Chart in %
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DFFVX vs. NDVBX commentary
Jul 15, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. NDVBX (2.82B). DFFVX pays higher dividends than NDVBX: DFFVX (1.63) vs NDVBX (0.76). DFFVX was incepted earlier than NDVBX: DFFVX (25 years) vs NDVBX (14 years). NDVBX (1.97) 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 : 7.08 vs. NDVBX (-0.45). DFFVX return over 5 years is better than : 106.45 vs. NDVBX (37.50).
| DFFVX | NDVBX | DFFVX / NDVBX | |
| Total Expense Ratio | 0.29 | 1.96 | 15% |
| Annual Report Gross Expense Ratio | 0.30 | 1.97 | 15% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 1.978 | -1.317 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 2.82B | 472% |
| Annual Yield % from dividends | 1.63 | 0.76 | 216% |
| Returns for 1 year | 7.08 | -0.45 | -1,579% |
| Returns for 3 years | 37.82 | 3.41 | 1,109% |
| Returns for 5 years | 106.45 | 37.50 | 284% |
| Returns for 10 years | 62.64 | 27.51 | 228% |
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