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DFFVX vs NDVIX
DFFVX vs NDVIX Comparison
Open Charts DFFVX vs NDVIX
DFA US Targeted Value I
Price$37.89
Change-$0.30 (-0.79%)
VolumeN/A
Net Assets14.17B
MFS New Discovery Value I
Price$17.15
Change-$0.16 (-0.92%)
VolumeN/A
Net Assets2.69B
DFFVX vs NDVIX Comparison Chart in %
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DFFVX vs. NDVIX commentary
Dec 14, 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 StrongBuy and NDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.2B vs. NDVIX (2.69B). DFFVX pays higher dividends than NDVIX: DFFVX (1.65) vs NDVIX (1.50). DFFVX was incepted earlier than NDVIX: DFFVX (26 years) vs NDVIX (15 years). NDVIX (0.97) is less costly to investors than DFFVX (0.30). NDVIX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX (0) and NDVIX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 5.73 vs. NDVIX (-10.15). DFFVX return over 5 years is better than : 74.19 vs. NDVIX (9.21).
| DFFVX | NDVIX | DFFVX / NDVIX | |
| Total Expense Ratio | 0.29 | 0.96 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 12.704 | -4.824 | -263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 2.69B | 528% |
| Annual Yield % from dividends | 1.65 | 1.50 | 111% |
| Returns for 1 year | 5.73 | -10.15 | -56% |
| Returns for 3 years | 37.05 | 3.81 | 973% |
| Returns for 5 years | 74.19 | 9.21 | 806% |
| Returns for 10 years | 99.58 | 51.50 | 193% |
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