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DFFVX vs NDVIX
DFFVX vs NDVIX Comparison
Open Charts DFFVX vs NDVIX
DFA US Targeted Value I
Price$35.98
Change-$0.45 (-1.24%)
VolumeN/A
Net Assets13.78B
MFS New Discovery Value I
Price$17.98
Change-$0.19 (-1.05%)
VolumeN/A
Net Assets2.8B
DFFVX vs NDVIX Comparison Chart in %
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DFFVX vs. NDVIX commentary
Oct 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 Hold and NDVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. NDVIX (2.8B). DFFVX pays higher dividends than NDVIX: DFFVX (1.68) vs NDVIX (1.50). DFFVX was incepted earlier than NDVIX: DFFVX (26 years) vs NDVIX (14 years). NDVIX (0.97) is less costly to investors than DFFVX (0.30). NDVIX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX (0) and NDVIX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 8.65 vs. NDVIX (-2.92). DFFVX return over 5 years is better than : 95.37 vs. NDVIX (36.44).
| DFFVX | NDVIX | DFFVX / NDVIX | |
| Total Expense Ratio | 0.29 | 0.96 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 6.182 | -0.096 | -6,455% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 2.8B | 493% |
| Annual Yield % from dividends | 1.68 | 1.50 | 112% |
| Returns for 1 year | 8.65 | -2.92 | -296% |
| Returns for 3 years | 42.85 | 16.76 | 256% |
| Returns for 5 years | 95.37 | 36.44 | 262% |
| Returns for 10 years | 76.71 | 51.06 | 150% |
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