Interact to see
Advertisement
Advertisement
DFFVX vs NDVCX
DFFVX vs NDVCX Comparison
Open Charts DFFVX vs NDVCX
DFA US Targeted Value I
Price$36.48
Change+$0.39 (+1.08%)
VolumeN/A
Net Assets13.76B
MFS New Discovery Value C
Price$16.22
Change+$0.16 (+1.00%)
VolumeN/A
Net Assets2.76B
DFFVX vs NDVCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. NDVCX commentary
Sep 28, 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 NDVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. NDVCX (2.76B). DFFVX pays higher dividends than NDVCX: DFFVX (1.50) vs NDVCX (0.60). DFFVX was incepted earlier than NDVCX: DFFVX (26 years) vs NDVCX (14 years). NDVCX (1.97) is less costly to investors than DFFVX (0.30). NDVCX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than NDVCX: DFFVX (0) vs NDVCX (1000). DFFVX annual gain was more profitable for investors over the last year : 9.20 vs. NDVCX (-6.46). DFFVX return over 5 years is better than : 119.45 vs. NDVCX (39.05).
| DFFVX | NDVCX | DFFVX / NDVCX | |
| 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 | 7.117 | -2.053 | -347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 2.76B | 500% |
| Annual Yield % from dividends | 1.50 | 0.60 | 251% |
| Returns for 1 year | 9.20 | -6.46 | -142% |
| Returns for 3 years | 49.44 | 14.52 | 340% |
| Returns for 5 years | 119.45 | 39.05 | 306% |
| Returns for 10 years | 93.57 | 41.44 | 226% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers