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DFFVX vs NDVUX
DFFVX vs NDVUX Comparison
Open Charts DFFVX vs NDVUX
DFA US Targeted Value I
Price$35.53
Change-$0.50 (-1.39%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value R4
Price$18.81
Change-$0.25 (-1.31%)
VolumeN/A
CapitalizationN/A
DFFVX vs NDVUX Comparison Chart
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DFFVX vs. NDVUX commentary
Dec 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 Hold and NDVUX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.2B vs. NDVUX (3.49B). DFFVX pays higher dividends than NDVUX: DFFVX (1.37) vs NDVUX (1.13). DFFVX was incepted earlier than NDVUX: DFFVX (25 years) vs NDVUX (14 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 : 15.38 vs. NDVUX (9.23). DFFVX return over 5 years is better than : 60.26 vs. NDVUX (19.50).
| DFFVX | NDVUX | DFFVX / NDVUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 13.033 | 7.940 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 3.49B | 407% |
| Annual Yield % from dividends | 1.37 | 1.13 | 121% |
| Returns for 1 year | 15.38 | 9.23 | 167% |
| Returns for 3 years | 26.84 | -0.18 | -15,203% |
| Returns for 5 years | 60.26 | 19.50 | 309% |
| Returns for 10 years | 71.11 | 61.08 | 116% |
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