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DFFVX vs NDVIX
DFFVX vs NDVIX Comparison
Open Charts DFFVX vs NDVIX
DFA US Targeted Value I
Price$36.74
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.95B
MFS New Discovery Value I
Price$18.36
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets2.88B
DFFVX vs NDVIX Comparison Chart in %
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DFFVX vs. NDVIX commentary
Sep 09, 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 NDVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. NDVIX (2.88B). DFFVX (1.50) and NDVIX (1.48) have matching dividends . DFFVX was incepted earlier than NDVIX: DFFVX (26 years) vs NDVIX (14 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 : 13.85 vs. NDVIX (-0.65). DFFVX return over 5 years is better than : 105.61 vs. NDVIX (39.73).
| 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 | 14 years | - |
| Gain YTD | 8.027 | 1.059 | 758% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 2.88B | 483% |
| Annual Yield % from dividends | 1.50 | 1.48 | 101% |
| Returns for 1 year | 13.85 | -0.65 | -2,130% |
| Returns for 3 years | 40.17 | 11.25 | 357% |
| Returns for 5 years | 105.61 | 39.73 | 266% |
| Returns for 10 years | 83.26 | 54.50 | 153% |
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