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DFFVX vs NDVSX
DFFVX vs NDVSX Comparison
Open Charts DFFVX vs NDVSX
DFA US Targeted Value I
Price$35.73
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets13.82B
MFS New Discovery Value R2
Price$18.35
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.4B
DFFVX vs NDVSX Comparison Chart
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DFFVX vs. NDVSX commentary
Jan 24, 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: 13.8B vs. NDVSX (3.4B). 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 : 16.12 vs. NDVSX (9.28). DFFVX return over 5 years is better than : 64.57 vs. NDVSX (17.44).
| 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 | 3.637 | 3.034 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 3.4B | 406% |
| Annual Yield % from dividends | 1.37 | 0.71 | 193% |
| Returns for 1 year | 16.12 | 9.28 | 174% |
| Returns for 3 years | 27.43 | -1.74 | -1,580% |
| Returns for 5 years | 64.57 | 17.44 | 370% |
| Returns for 10 years | 74.41 | 54.75 | 136% |
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