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DFFVX vs NDVTX
DFFVX vs NDVTX Comparison
Open Charts DFFVX vs NDVTX
DFA US Targeted Value I
Price$34.29
Change+$0.09 (+0.26%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R3
Price$18.01
Change+$0.03 (+0.17%)
VolumeN/A
CapitalizationN/A
DFFVX vs NDVTX Comparison Chart
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DFFVX vs. NDVTX commentary
Dec 24, 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 Hold and NDVTX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. NDVTX (3.32B). DFFVX pays higher dividends than NDVTX: DFFVX (1.37) vs NDVTX (0.92). DFFVX was incepted earlier than NDVTX: DFFVX (25 years) vs NDVTX (14 years). NDVTX is a more actively managed with annual turnover of: 30.00 vs. DFFVX (20.00). DFFVX (0) and NDVTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 8.75 vs. NDVTX (3.89). DFFVX return over 5 years is better than : 54.40 vs. NDVTX (13.60).
| DFFVX | NDVTX | DFFVX / NDVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 9.088 | 4.189 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 3.32B | 407% |
| Annual Yield % from dividends | 1.37 | 0.92 | 149% |
| Returns for 1 year | 8.75 | 3.89 | 225% |
| Returns for 3 years | 18.99 | -6.72 | -283% |
| Returns for 5 years | 54.40 | 13.60 | 400% |
| Returns for 10 years | 62.47 | 48.79 | 128% |
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