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DFFVX vs NDVVX
DFFVX vs NDVVX Comparison
Open Charts DFFVX vs NDVVX
DFA US Targeted Value I
Price$33.73
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets12.88B
MFS New Discovery Value R6
Price$17.14
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets2.71B
DFFVX vs NDVVX Comparison Chart in %
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DFFVX vs. NDVVX commentary
Aug 08, 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 NDVVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. NDVVX (2.71B). NDVVX (1.68) and DFFVX (1.62) have matching dividends . DFFVX was incepted earlier than NDVVX: DFFVX (25 years) vs NDVVX (13 years). NDVVX (0.87) is less costly to investors than DFFVX (0.30). NDVVX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX (0) and NDVVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 7.72 vs. NDVVX (-3.51). DFFVX return over 5 years is better than : 88.91 vs. NDVVX (30.22).
| DFFVX | NDVVX | DFFVX / NDVVX | |
| Total Expense Ratio | 0.29 | 0.86 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.87 | 34% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | -0.958 | -6.093 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.71B | 477% |
| Annual Yield % from dividends | 1.62 | 1.68 | 97% |
| Returns for 1 year | 7.72 | -3.51 | -220% |
| Returns for 3 years | 23.06 | -1.85 | -1,247% |
| Returns for 5 years | 88.91 | 30.22 | 294% |
| Returns for 10 years | 62.68 | 40.67 | 154% |
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