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DFFVX vs NDVAX
DFFVX vs NDVAX Comparison
Open Charts DFFVX vs NDVAX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
MFS New Discovery Value A
Price$17.39
Change-$0.19 (-1.08%)
VolumeN/A
Net Assets2.78B
DFFVX vs NDVAX Comparison Chart in %
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DFFVX vs. NDVAX commentary
Aug 18, 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 Hold and NDVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. NDVAX (2.78B). DFFVX pays higher dividends than NDVAX: DFFVX (1.62) vs NDVAX (1.34). DFFVX was incepted earlier than NDVAX: DFFVX (26 years) vs NDVAX (14 years). NDVAX (1.22) is less costly to investors than DFFVX (0.30). NDVAX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than NDVAX: DFFVX (0) vs NDVAX (1000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. NDVAX (-4.22). DFFVX return over 5 years is better than : 91.20 vs. NDVAX (29.89).
| DFFVX | NDVAX | DFFVX / NDVAX | |
| Total Expense Ratio | 0.29 | 1.21 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.22 | 25% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 2.742 | -3.358 | -82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 2.78B | 478% |
| Annual Yield % from dividends | 1.62 | 1.34 | 121% |
| Returns for 1 year | 8.01 | -4.22 | -190% |
| Returns for 3 years | 20.63 | -4.67 | -442% |
| Returns for 5 years | 91.20 | 29.89 | 305% |
| Returns for 10 years | 66.57 | 39.09 | 170% |
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