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DFFVX
Price
$35.81
Change
-$0.30 (-0.83%)
Updated
Nov 15 closing price
NDVUX
Price
$20.02
Change
-$0.09 (-0.45%)
Updated
Nov 15 closing price
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DFFVX vs NDVUX

Header iconDFFVX vs NDVUX Comparison
Open Charts DFFVX vs NDVUXBanner chart's image
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R4
Price$20.02
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
DFFVX vs NDVUX Comparison Chart
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DFFVX vs. NDVUX commentary
Nov 18, 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 NDVUX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. NDVUX (3.52B). DFFVX pays higher dividends than NDVUX: DFFVX (1.37) vs NDVUX (1.13). DFFVX was incepted earlier than NDVUX: DFFVX (25 years) vs NDVUX (13 years). NDVUX is a more actively managed with annual turnover of: 30.00 vs. DFFVX (20.00). DFFVX (0) and NDVUX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 27.76 vs. NDVUX (22.31). DFFVX return over 5 years is better than : 61.92 vs. NDVUX (26.08).
DFFVXNDVUXDFFVX / NDVUX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years13 years-
Gain YTD13.54713.377101%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B3.52B401%
Annual Yield % from dividends1.371.13121%
Returns for 1 year27.7622.31124%
Returns for 3 years10.22-9.25-110%
Returns for 5 years61.9226.08237%
Returns for 10 years62.5164.5797%
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