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DFFVX vs NDVBX
DFFVX vs NDVBX Comparison
Open Charts DFFVX vs NDVBX
DFA US Targeted Value I
Price$33.69
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets12.88B
MFS New Discovery Value B
Price$15.56
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.71B
DFFVX vs NDVBX Comparison Chart in %
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DFFVX vs. NDVBX commentary
Aug 08, 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: 12.9B vs. NDVBX (2.71B). DFFVX pays higher dividends than NDVBX: DFFVX (1.62) vs NDVBX (0.56). 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 : 8.79 vs. NDVBX (-4.41). DFFVX return over 5 years is better than : 88.69 vs. NDVBX (21.85).
| 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 | -1.075 | -6.942 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.71B | 477% |
| Annual Yield % from dividends | 1.62 | 0.56 | 289% |
| Returns for 1 year | 8.79 | -4.41 | -199% |
| Returns for 3 years | 22.18 | -6.01 | -369% |
| Returns for 5 years | 88.69 | 21.85 | 406% |
| Returns for 10 years | 59.38 | 23.06 | 258% |
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