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DFFVX vs NDVSX
DFFVX vs NDVSX Comparison
Open Charts DFFVX vs NDVSX
DFA US Targeted Value I
Price$36.35
Change-$0.19 (-0.52%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R2
Price$19.79
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
DFFVX vs NDVSX Comparison Chart
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DFFVX vs. NDVSX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.4B vs. NDVSX (3.61B). 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 : 28.33 vs. NDVSX (22.80). DFFVX return over 5 years is better than : 64.36 vs. NDVSX (24.31).
| 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 | 15.260 | 14.582 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 3.61B | 399% |
| Annual Yield % from dividends | 1.37 | 0.71 | 193% |
| Returns for 1 year | 28.33 | 22.80 | 124% |
| Returns for 3 years | 12.02 | -9.43 | -127% |
| Returns for 5 years | 64.36 | 24.31 | 265% |
| Returns for 10 years | 64.67 | 57.65 | 112% |
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