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DFFVX vs NDVSX
DFFVX vs NDVSX Comparison
Open Charts DFFVX vs NDVSX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
MFS New Discovery Value R2
Price$17.65
Change-$0.38 (-2.11%)
VolumeN/A
Net Assets3.22B
DFFVX vs NDVSX Comparison Chart
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DFFVX vs. NDVSX commentary
Feb 23, 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 NDVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. NDVSX (3.22B). DFFVX pays higher dividends than NDVSX: DFFVX (1.37) vs NDVSX (0.71). DFFVX was incepted earlier than NDVSX: DFFVX (25 years) vs NDVSX (14 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 : 10.28 vs. NDVSX (4.43). DFFVX return over 5 years is better than : 59.88 vs. NDVSX (13.51).
| DFFVX | NDVSX | DFFVX / NDVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -0.786 | -0.843 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 3.22B | 410% |
| Annual Yield % from dividends | 1.37 | 0.71 | 193% |
| Returns for 1 year | 10.28 | 4.43 | 232% |
| Returns for 3 years | 20.19 | -6.60 | -306% |
| Returns for 5 years | 59.88 | 13.51 | 443% |
| Returns for 10 years | 57.95 | 42.38 | 137% |
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