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DFFVX vs NDVBX
DFFVX vs NDVBX Comparison
Open Charts DFFVX vs NDVBX
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.32B
MFS New Discovery Value B
Price$16.01
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets2.69B
DFFVX vs NDVBX Comparison Chart in %
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DFFVX vs. NDVBX commentary
Oct 19, 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 NDVBX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. NDVBX (2.69B). DFFVX pays higher dividends than NDVBX: DFFVX (1.68) vs NDVBX (0.54). DFFVX was incepted earlier than NDVBX: DFFVX (26 years) vs NDVBX (14 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 : 2.47 vs. NDVBX (-10.90). DFFVX return over 5 years is better than : 91.09 vs. NDVBX (24.88).
| 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 | 14 years | - |
| Gain YTD | 3.910 | -4.189 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 2.69B | 495% |
| Annual Yield % from dividends | 1.68 | 0.54 | 314% |
| Returns for 1 year | 2.47 | -10.90 | -23% |
| Returns for 3 years | 34.38 | 4.73 | 727% |
| Returns for 5 years | 91.09 | 24.88 | 366% |
| Returns for 10 years | 73.97 | 30.56 | 242% |
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