Interact to see
Advertisement
Advertisement
DFFVX vs NDVRX
DFFVX vs NDVRX Comparison
Open Charts DFFVX vs NDVRX
MFS New Discovery Value R1
Price$16.40
Change+$0.20 (+1.23%)
VolumeN/A
Net Assets2.69B
DFFVX vs NDVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. NDVRX commentary
Dec 04, 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 NDVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. NDVRX (2.69B). DFFVX pays higher dividends than NDVRX: DFFVX (1.65) vs NDVRX (0.66). DFFVX was incepted earlier than NDVRX: DFFVX (26 years) vs NDVRX (15 years). NDVRX (1.97) is less costly to investors than DFFVX (0.30). NDVRX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX (0) and NDVRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -0.27 vs. NDVRX (-13.78). DFFVX return over 5 years is better than : 71.07 vs. NDVRX (10.32).
| DFFVX | NDVRX | DFFVX / NDVRX | |
| 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 | 8.159 | -2.224 | -367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 2.69B | 517% |
| Annual Yield % from dividends | 1.65 | 0.66 | 251% |
| Returns for 1 year | -0.27 | -13.78 | 2% |
| Returns for 3 years | 26.66 | -3.06 | -870% |
| Returns for 5 years | 71.07 | 10.32 | 688% |
| Returns for 10 years | 79.59 | 33.94 | 234% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement