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DFFVX vs NDVUX
DFFVX vs NDVUX Comparison
Open Charts DFFVX vs NDVUX
DFA US Targeted Value I
Price$36.74
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.95B
MFS New Discovery Value R4
Price$18.40
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets2.88B
DFFVX vs NDVUX Comparison Chart in %
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DFFVX vs. NDVUX commentary
Sep 09, 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 Buy and NDVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. NDVUX (2.88B). DFFVX (1.50) and NDVUX (1.48) have matching dividends . DFFVX was incepted earlier than NDVUX: DFFVX (26 years) vs NDVUX (14 years). NDVUX (0.97) is less costly to investors than DFFVX (0.30). NDVUX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX (0) and NDVUX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 15.77 vs. NDVUX (0.81). DFFVX return over 5 years is better than : 108.76 vs. NDVUX (44.40).
| DFFVX | NDVUX | DFFVX / NDVUX | |
| Total Expense Ratio | 0.29 | 0.96 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 7.880 | 1.065 | 740% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 2.88B | 483% |
| Annual Yield % from dividends | 1.50 | 1.48 | 101% |
| Returns for 1 year | 15.77 | 0.81 | 1,958% |
| Returns for 3 years | 34.42 | 7.31 | 471% |
| Returns for 5 years | 108.76 | 44.40 | 245% |
| Returns for 10 years | 84.98 | 59.08 | 144% |
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