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DFFVX vs NDVSX
DFFVX vs NDVSX Comparison
Open Charts DFFVX vs NDVSX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R2
Price$18.77
Change-$0.19 (-1.00%)
VolumeN/A
CapitalizationN/A
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DFFVX vs NDVSX Comparison Chart
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DFFVX vs. NDVSX commentary
Sep 21, 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 Buy and NDVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. NDVSX (3.52B). DFFVX pays higher dividends than NDVSX: DFFVX (1.37) vs NDVSX (0.71). DFFVX was incepted earlier than NDVSX: DFFVX (25 years) vs NDVSX (13 years). NDVSX is a more actively managed with annual turnover of: 30.00 vs. DFFVX (20.00). DFFVX (0) and NDVSX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. NDVSX (13.95). DFFVX return over 5 years is better than : 58.07 vs. NDVSX (23.11).
| DFFVX | NDVSX | DFFVX / NDVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 6.598 | 8.155 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 3.52B | 392% |
| Annual Yield % from dividends | 1.37 | 0.71 | 193% |
| Returns for 1 year | 19.37 | 13.95 | 139% |
| Returns for 3 years | 16.04 | -5.40 | -297% |
| Returns for 5 years | 58.07 | 23.11 | 251% |
| Returns for 10 years | 50.68 | 50.42 | 100% |
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