Interact to see
Advertisement
Advertisement
DFFVX vs NDVBX
DFFVX vs NDVBX Comparison
Open Charts DFFVX vs NDVBX
DFA US Targeted Value I
Price$37.59
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets14.08B
MFS New Discovery Value B
Price$15.60
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.67B
DFFVX vs NDVBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. NDVBX commentary
Dec 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 NDVBX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. NDVBX (2.67B). DFFVX pays higher dividends than NDVBX: DFFVX (1.65) vs NDVBX (0.53). DFFVX was incepted earlier than NDVBX: DFFVX (26 years) vs NDVBX (15 years). NDVBX (1.97) is less costly to investors than DFFVX (0.30). NDVBX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than NDVBX: DFFVX (0) vs NDVBX (1000). DFFVX annual gain was more profitable for investors over the last year : 10.25 vs. NDVBX (-7.14). DFFVX return over 5 years is better than : 69.65 vs. NDVBX (0.32).
| DFFVX | NDVBX | DFFVX / NDVBX | |
| Total Expense Ratio | 0.29 | 1.96 | 15% |
| Annual Report Gross Expense Ratio | 0.30 | 1.97 | 15% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 10.992 | -6.583 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 2.67B | 527% |
| Annual Yield % from dividends | 1.65 | 0.53 | 310% |
| Returns for 1 year | 10.25 | -7.14 | -144% |
| Returns for 3 years | 43.33 | 0.98 | 4,423% |
| Returns for 5 years | 69.65 | 0.32 | 21,718% |
| Returns for 10 years | 99.61 | 33.30 | 299% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers