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DFFVX vs NDVUX
DFFVX vs NDVUX Comparison
Open Charts DFFVX vs NDVUX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.56B
MFS New Discovery Value R4
Price$17.19
Change-$0.32 (-1.83%)
VolumeN/A
Net Assets2.72B
DFFVX vs NDVUX Comparison Chart
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DFFVX vs. NDVUX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. NDVUX (2.72B). NDVUX pays higher dividends than DFFVX: NDVUX (1.87) vs DFFVX (1.62). DFFVX was incepted earlier than NDVUX: DFFVX (25 years) vs NDVUX (14 years). NDVUX (0.95) 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 : 3.74 vs. NDVUX (-0.74). DFFVX return over 5 years is better than : 98.41 vs. NDVUX (36.27).
| DFFVX | NDVUX | DFFVX / NDVUX | |
| Total Expense Ratio | 0.29 | 0.94 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.95 | 32% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -5.144 | -5.808 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 2.72B | 463% |
| Annual Yield % from dividends | 1.62 | 1.87 | 86% |
| Returns for 1 year | 3.74 | -0.74 | -505% |
| Returns for 3 years | 23.80 | 1.76 | 1,349% |
| Returns for 5 years | 98.41 | 36.27 | 271% |
| Returns for 10 years | 47.01 | 37.35 | 126% |
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