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DFFVX vs NDVCX
DFFVX vs NDVCX Comparison
Open Charts DFFVX vs NDVCX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.36B
MFS New Discovery Value C
Price$15.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.72B
DFFVX vs NDVCX Comparison Chart
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DFFVX vs. NDVCX commentary
May 23, 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 NDVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. NDVCX (2.72B). DFFVX pays higher dividends than NDVCX: DFFVX (1.71) vs NDVCX (0.90). DFFVX was incepted earlier than NDVCX: DFFVX (25 years) vs NDVCX (14 years). NDVCX (1.95) is less costly to investors than DFFVX (0.30). NDVCX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than NDVCX: DFFVX (0) vs NDVCX (1000). DFFVX annual gain was more profitable for investors over the last year : -1.47 vs. NDVCX (-6.48). DFFVX return over 5 years is better than : 108.13 vs. NDVCX (31.98).
| DFFVX | NDVCX | DFFVX / NDVCX | |
| 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 | -6.926 | -7.428 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.72B | 457% |
| Annual Yield % from dividends | 1.71 | 0.90 | 190% |
| Returns for 1 year | -1.47 | -6.48 | 23% |
| Returns for 3 years | 17.12 | -8.69 | -197% |
| Returns for 5 years | 108.13 | 31.98 | 338% |
| Returns for 10 years | 44.83 | 18.16 | 247% |
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