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DFFVX vs NDVRX
DFFVX vs NDVRX Comparison
Open Charts DFFVX vs NDVRX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R1
Price$16.51
Change-$0.65 (-3.79%)
VolumeN/A
CapitalizationN/A
DFFVX vs NDVRX Comparison Chart
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DFFVX vs. NDVRX commentary
Dec 19, 2024
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 NDVRX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. NDVRX (3.44B). DFFVX pays higher dividends than NDVRX: DFFVX (1.37) vs NDVRX (0.35). DFFVX was incepted earlier than NDVRX: DFFVX (25 years) vs NDVRX (14 years). NDVRX is a more actively managed with annual turnover of: 30.00 vs. DFFVX (20.00). DFFVX (0) and NDVRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. NDVRX (7.75). DFFVX return over 5 years is better than : 60.26 vs. NDVRX (11.34).
| DFFVX | NDVRX | DFFVX / NDVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 13.033 | 6.491 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 3.44B | 407% |
| Annual Yield % from dividends | 1.37 | 0.35 | 389% |
| Returns for 1 year | 15.38 | 7.75 | 198% |
| Returns for 3 years | 26.84 | -4.42 | -607% |
| Returns for 5 years | 60.26 | 11.34 | 531% |
| Returns for 10 years | 71.11 | 41.50 | 171% |
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