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DFFVX vs NDVUX
DFFVX vs NDVUX Comparison
Open Charts DFFVX vs NDVUX
DFA US Targeted Value I
Price$34.74
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.27B
MFS New Discovery Value R4
Price$18.14
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets2.78B
DFFVX vs NDVUX Comparison Chart in %
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DFFVX vs. NDVUX commentary
Jul 27, 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: 13.3B vs. NDVUX (2.78B). NDVUX pays higher dividends than DFFVX: NDVUX (1.82) vs DFFVX (1.63). DFFVX was incepted earlier than NDVUX: DFFVX (25 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 : 3.20 vs. NDVUX (-2.71). DFFVX return over 5 years is better than : 105.01 vs. NDVUX (42.73).
| DFFVX | NDVUX | DFFVX / NDVUX | |
| Total Expense Ratio | 0.29 | 0.96 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 2.008 | -0.603 | -333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 2.78B | 479% |
| Annual Yield % from dividends | 1.63 | 1.82 | 90% |
| Returns for 1 year | 3.20 | -2.71 | -118% |
| Returns for 3 years | 31.44 | 4.14 | 759% |
| Returns for 5 years | 105.01 | 42.73 | 246% |
| Returns for 10 years | 67.93 | 51.64 | 132% |
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