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DFFVX vs NDVBX
DFFVX vs NDVBX Comparison
Open Charts DFFVX vs NDVBX
DFA US Targeted Value I
Price$30.28
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets11.74B
MFS New Discovery Value B
Price$14.89
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.65B
DFFVX vs NDVBX Comparison Chart
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DFFVX vs. NDVBX commentary
Apr 28, 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: 11.7B vs. NDVBX (2.65B). 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 : -2.74 vs. NDVBX (-7.56). DFFVX return over 5 years is better than : 114.12 vs. NDVBX (37.99).
| 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 | -11.514 | -10.892 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 2.65B | 442% |
| Annual Yield % from dividends | 1.63 | 0.77 | 212% |
| Returns for 1 year | -2.74 | -7.56 | 36% |
| Returns for 3 years | 10.44 | -13.55 | -77% |
| Returns for 5 years | 114.12 | 37.99 | 300% |
| Returns for 10 years | 38.34 | 14.97 | 256% |
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