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DFFVX vs NDVRX
DFFVX vs NDVRX Comparison
Open Charts DFFVX vs NDVRX
DFA US Targeted Value I
Price$35.85
Change+$0.30 (+0.84%)
VolumeN/A
Net Assets14.07B
MFS New Discovery Value R1
Price$17.23
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets3.37B
DFFVX vs NDVRX Comparison Chart
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DFFVX vs. NDVRX commentary
Jan 31, 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 StrongBuy and NDVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. NDVRX (3.37B). 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 : 17.82 vs. NDVRX (10.53). DFFVX return over 5 years is better than : 72.33 vs. NDVRX (16.99).
| 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 | 4.306 | 3.546 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 3.37B | 419% |
| Annual Yield % from dividends | 1.37 | 0.35 | 389% |
| Returns for 1 year | 17.82 | 10.53 | 169% |
| Returns for 3 years | 26.32 | -5.12 | -514% |
| Returns for 5 years | 72.33 | 16.99 | 426% |
| Returns for 10 years | 75.86 | 45.11 | 168% |
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